How to Update/Edit Records in Deals Module
There are two ways to editing records in Deals Module:
- By Editing Individual Deals
Step 1: Log in to your CRM account
Step 2: Click on Deals on the Top Menu Bar
Step 3: Click on the edit button next to the Deal you want to update
Step 4: Navigate to the field you wish to update and make the required change
Step 5: Click on Save
- Through Mass Update
Step 1: Log in to your CRM account
Step 2: Click on Deals on the Top Menu Bar
Step 3: Click on the three dots on the Top Right Corner of the screen and click on Mass Update
Step 4: Choose the conditions on the basis of which you want to search for records that need to be updated and click on Search
Step 5: Choose the records for which you would like to update and click on Mass Update
Step 6: Make the necessary updates and Click on Update