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
Navigate to the "Deals" section in Smackdab.ai.
Click on the deal you want to update.
Hit the "Edit" button to open the update page.
Modify deal name, stage, value, closing date, tags, and more.
Click "Save & Close"—your updates are instantly applied!
2️⃣ Quick Edit via Blinking Eye Icon
In the "Deals" section, find the deal you want to update.
Click the blinking eye icon to open a quick view of the deal.
Click the pencil icon to go straight to the update page.
Make the necessary changes and hit "Save & View"—no extra steps needed!
3️⃣ Direct Field Editing in Deal Detail Page
Open the Deal Detail Page for the deal you want to modify.
Click directly on the field you wish to update (e.g., stage, value, or expected close date).
Make the necessary changes and hit the checkmark icon—the field updates instantly!
With just a few clicks, your deal records stay up to date, helping you maintain accuracy and efficiency without any hassle.
Whether you prefer a full edit or quick field updates, Smackdab.ai makes managing deal details effortless!
Let Smackdab.ai handle the rest while you focus on closing more deals. 🚀