To edit any details in a Deal or Project, simply tap on Edit in the upper right of the Deal/Project summary screen. 

Note: If you have selected one of our customization options this may be labeled Deal, Sale, Job, Case or any label you have set. 


You can add or edit details like the...

  • Deal or Project description
  • Deal or Project creation date (Potential, before it has started)
  • Deal or Project planned start date (project is Active)
  • Planned end date (Deal or Project is Done or Lost)
  • Deal or Project keywords 
  • Deal or Project value