How can I edit or delete the deals?
Follow the instructions stated below to make changes to the deals:
- Select the 'Pipeline' tab at the sidebar menu.
- You'll see multiple deals in the card layout you have created in different stages of pipelines.
- Click on the arrow sign at the right end of the individual deal.
- Select the 'Edit' button to make changes to the details on the deals.
- Click on the 'Delete' button to remove the deals from the pipeline.
- Finally, click on the 'Update' button to save the changes.
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