Modify the Deal Amount or Closing Date
- On your mobile, open a Deal in the Sales app
- To change the Closing date, tap on the Closing Date field and select a new date from the pre-defined entries Today, Tomorrow, etc.. or a Custom Date.
- To change the Amount, tap on the Edit icon in the toolbar, then tap the Amount field and update it.
- In your web account, goto any list of Deals
- Click on the 3-dot contextual menu that appears to the left of the checkbox on any deal line and click Change Amount. Enter an Amount and click OK
- In the 3-dot contextual menu, select Snooze Closing date and select 1 Week or 1 Month. For other dates, choose Edit and update the Closing Date field
