Update deal details
How to edit key fields on a deal record.
Every deal in your pipeline has a set of details that define how it's tracked, who it's tied to, and what it's worth. You can update any of these fields directly from the deal record.
Steps
Go to Sales → Deals.
Click the deal name you want to update.
On the Overview tab, locate the Details panel on the right side of the screen.
Click into the field you want to change. Most fields are inline editable.
Make your update, then click outside the field or press Enter to confirm.
The update saves automatically and reflects immediately across your pipeline.
Field reference
Deal name: A short label for the opportunity. This is what appears in the pipeline, so make it easy to identify at a glance (for example, client name + service).
Deal stage: Where the deal sits in your sales process. Changing this moves the deal between pipeline stages.
Company: The business associated with the deal. Linking a company lets you see all related deals, contacts, and activity in one place.
Primary contact: The main person you're communicating with. Typically the decision-maker or day-to-day point of contact.
Amount: The expected value of the deal. This supports pipeline forecasting.
Owner: The person responsible for managing the deal.
Close reason (if applicable): Used when a deal is marked as won, lost, or disqualified to capture why the outcome occurred.
FAQ
Can I undo a change? There's no undo button. If you make a mistake, just click back into the field on the Details panel and update it again.
Do I have to enter a deal amount right away? No. You can leave the amount field blank and come back to fill it in once you have a quote ready.
What's the point of the close reason field? It's a note for your own reference. If you won a deal because of a referral, or lost one because of pricing, capturing that helps you spot patterns over time.
Can my team see the changes I make? Yes. Any updates you make to a deal are visible to everyone on your team.
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