Changing a Deal Type
Shaker supports two default deal types - Buying & Selling as well as custom deal types that you can create. On occasion, you may create a deal under the wrong deal type or need to duplicate a deal if you are handling both transaction sides.
Here are the steps for changing a deal type:
Open the deal
Click on the "Actions" Icon
Select "Change Deal Type
Chose the deal type and stage you want for the transfer
Save