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 displays
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.
You are also able to navigate to the Deal Profile Page directly from the Account List and Sales Outlook Data Card to edit your deal.
To Edit a Deal from the Account List:
- Move your cursor over the dollar sign.
- A pop-up box appears, displaying the Deal's name and amount.
- Click on the Deal Name and you will be directed to the Deal's Profile Page.
To Edit a Deal from the Sales Outlook Data Card:
- Click on the Dollar Sign in front of the Account name.
- Select the Deal Name and you will be directed to the Deal's Profile Page.
