Editing a Deal Registration

Unifyr Support
Unifyr Support
  • Updated

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.

  1. Navigate to the Deals page. 
  2. Find the deal you want to edit, and click on it to open it.
  3. Click Edit Deal to open the Edit Deal screen.
  4. 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.

  5. Click one of the following:
    • Cancel - Leave the page without saving your changes
    • Save - Update the deal

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