If you need to edit a deal that was manually added to your QuotaPath Workspace, you can do so in the 'Deals' page.

Click the three dot menu option on a specific deal and choose 'Edit.' Here you will be able to edit the deal name, deal date, deal stage, deal owner, the Plan, and deal amount.

If you edit a deal, all changes will be recorded in 'Deal history' for transparency. The deal history will be visible by members and Admins.

If you need to edit a deal that was synced over from your CRM, you will need to make any edits or changes directly in your CRM. Any changes made to your CRM will sync to QuotaPath automatically.