How do I edit or change Deal information?

Any information in a Deal can be changed (excluding the creator and creation date). To modify a Deal, you must be on the Deals Page (either Board View or List View). Click on the "3 dot menu" either on the Deal Card (Board View) or next to the Deal (List View), and click "Edit".

From here, you can change the Deal Title, Value, Assignee, event the Account / Contact. Anything you want!

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