How to Edit Sales

If you need to edit a sale, follow these steps:

 

To get to the desired sale:

1. On the left toolbar, hover over 'CRM' and click Sales

2. From here, you can toggle through the pages to find the sale you want to edit or type in the sales ID in the box to the farthest right.  Click 'Edit' to view the sale.

 

To edit a sale:

1. You can edit just about everything on this page.  From here, you can edit the sales value to arrival date to what agent closed the sale.

2. Once you've edited the desired information on the sale, scroll to the bottom and click 'Save.'

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk