Managing Deals
This guide walks you through creating a new deal, opening a deal’s detail page, and editing an existing deal in the Deals module.Prerequisites
- At least one deal exists in your system (the Deals list should show existing records such as “Test Deal” or similar)
1
Open the Deals module
Navigate to Deals from your dashboard. The Deals page will load and display your existing deals.
2
Create a new deal
Click the New Deal button. A dialog will appear prompting you to enter the deal’s information.
3
Enter deal details
Fill in the following fields in the dialog:
- Deal Name — Enter a name for the deal (for example, “E2E Deal”).
- Value — Enter the deal’s monetary value (for example, “5000”).
4
Save the new deal
Click the Save button. A confirmation notification will appear confirming the deal was created successfully.
Deal Name is a required field. Make sure to enter a name before saving.
5
Switch to list view
On the Deals page, click the list view icon (the rows/lines icon in the view toolbar) to display your deals in a table layout. This makes it easier to select a specific deal.
6
Open a deal's detail page
Click on any row in the deals table to open that deal’s detail page. The URL will update to reflect the selected deal, and the page will display the deal’s Details section.
7
Open the deal actions menu
On the deal detail page, click the ⋯ (more options) button to open the actions menu.
8
Select Edit
Click the Edit menu item. A dialog will open pre-populated with the deal’s current information.
9
Update the deal and save
Update the Deal Name field or any other editable fields as needed, then click the Save button to apply your changes.
Changes saved from the Edit dialog are applied immediately. There is no draft or approval step for deal edits.