Editing a deal's value and the rest of a lead card
Deal value, stage, contact details, notes and proposals are all edited on the lead card itself. Here is where each one lives.
Everything about a deal is edited on its card, not in a separate edit screen. Click any lead on the Pipeline board to open it.
Deal value
On the open card, the expected deal value sits with the deal details near the top. Click the figure, type the new number, and it saves when you click away. There is no save button.
This number matters beyond the card: it drives the open pipeline total, the weighted forecast on the Pipeline header, and it becomes the new client's opening monthly retainer when you mark the deal won. Setting it properly at proposal time means the revenue numbers are right later without anyone going back to fix them.
Stage
Change the stage from the dropdown on the card, or drag the card between columns on the board. Both do the same thing. Moving a deal into Deal Won converts it to a client automatically.
Contact details
Company, contact name, email, phone and website are all edited in place on the card. Click the field, change it, click away.
Notes, calls and proposals
Each has its own section further down the card. Notes are timestamped as you add them, call recordings take a link and a summary, and proposals carry a title, a link, a status and a sent date you can correct after the fact.
If a field will not save
Editing the pipeline needs Admin or the Sales role. If fields look read-only, ask an admin to check your role under roles and permissions.
Still stuck?
Contact support with the deal name and what you are trying to change.
Still stuck?
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