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Edit a Deal Revenue/Expense

You can edit the value of a deal by doing the following steps:

STEP 1

From the person or business record, click on the Deals tab. Then click the deal record you wish to edit.

 

STEP 2

On the deal record, click on the Money tab.

 

STEP 3

Hover on the amount and then click it to edit.

 

STEP 4

From this screen, you can change description, due date, amount, and even delete the money item. Click "Update Revenue" or "Update Expense" when you're done.