How to update/edits record in Deals module

How to Update/Edit Records in Deals Module  

 

There are two ways to editing records in Deals Module: 

 

1. 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 

2. 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