Want to update a few details for a deal or change a few things while a deal is in progress?
Whether you need to update the deal stage, value, expected closing date, or any other key details, you can do it in just a few clicks—keeping your pipeline accurate and up to date without any extra effort!
Three Ways to Update Deal Details
1️⃣ From the Deal Detail Page
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Navigate to Deal Detail Page
After selecting CRM from the Main Menu, select Deals from the top menu bar. Then click on the deal you want to update under Name.
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Select Edit
Modify deal name, stage, value, closing date, tags, and more.
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Click Save & Close and your updates are instantly applied!
2️⃣ Quick Edit via Blinking Eye Icon
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After selecting CRM from the Main Menu, select Deals from the top menu bar.
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Hover over the deal you want to edit, and click the pencil icon.
Modify deal name, stage, value, closing date, tags, and more.
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Click Save & Close and your updates are instantly applied!
3️⃣ Direct Field Editing in Deal Detail Page
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Navigate to Deal Detail Page
After selecting CRM from the Main Menu, select Deals from the top menu bar. Then click on the deal you want to update under Name.
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Click directly on the field you wish to update (e.g., stage, value, or expected close date).
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Make the necessary changes and hit the checkmark icon—the field updates instantly!
Whether you prefer a full edit or quick field updates, Smackdab.ai makes managing deal details effortless! With just a few clicks, your deal records stay up to date, helping you maintain accuracy and efficiency without any hassle.