How can I edit or delete the deals?

Janhavi Wagh -

Follow the instructions stated below to make changes to the deals:

  1. Select the 'Pipeline' tab at the sidebar menu.
  2. You'll see multiple deals in the card layout you have created in different stages of pipelines.
  3. Click on the arrow sign at the right end of the individual deal.
  4. Select the 'Edit' button to make changes to the details on the deals.
  5. Click on the 'Delete' button to remove the deals from the pipeline.
  6. Finally, click on the 'Update' button to save the changes.