When you are looking at your Account Profile, Account List, or Sales Outlook Data Card if an account is preceded by a dollar sign ($ or
), it indicates that there is at least one open Deal on the account. It is easy to view details or edit any information on the Deal.
To Edit, Close, or Delete a Deal from Account Profile, please follow the below steps:
1. Navigate to the Account Profile Page that your Deal is on by typing in the account name on the global search and then click the Account name. The account profile will display.
2. On the Account profile, click the Deals Tab.
- To Delete a Deal, click the red X in front of the Deal Name. Note: the red X only show in front of the open deal. If you would like to delete the close deal, you must reopen it before deleting. Please view this article to reopen the deal.
- To Close a Deal as won or loss, select the appropriate option to manually close out the Deal.
Note You cannot close a Deal with existing Pitched Dollars. If you try, you'll get a notice in the upper right, like the graphic below.
- To Edit a Deal, click the Deal Name.
Once at the Deal Profile Page you can make the updates/edits you'd like.
To Edit a Deal from the Account List:
1. Navigate to Account list by click Accounts from the left navigation pane.
2. Search for the Account that you wish to edit a deal by typing the Account name in the Searchbox.
3. Hover your mouse on the Dollar sign in front of the Account name that you wish to edit a deal.
4. A pop-up box appears, displaying the Deal's name and amount.
In the pop-up box,
- If you would like to edit a deal on the Deal profile, click the Deal Name. You will be directed to the Deal's Profile Page.
- If you would like to edit a deal on the Deal Quick Edit window, click pencil icon next to the deal amount.
To Edit a Deal from the Sales Outlook Data Card:
Please view this article for the insturction: Monarch - Quick Deal - How to Add or Edit