You can edit a deal in your partner portal. Adding/updating information and saving the deal will not change its current status.
Note
Note: You're not permitted to edit a deal if it's at Closed Lost or Closed Won stage.
- Navigate to the Deals page.
- Find the deal you want to edit, and click on it to open it.
- Click Edit Deal to open the Edit Deal screen.
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Make the required changes.
If you're adding new line items to the deal linked to a pricebook, their unit price may be different to existing entries for the same item. If a supplier updates a pricebook, this does not affect items that are already included in a deal.
- Click one of the following:
- Cancel - Leave the page without saving your changes
- Save - Update the deal
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