Check a deal change that did not save
Check a deal change that did not save
Use this guide when a change to Probability Of Closing, Estimated Close Date, stage or another deal field does not appear after saving.
- Read the message shown by DOE. Open or refresh the same deal and check the value in its details.
- If the form still has your edit, check it before trying again. If you closed the form, re-enter only the change you still need.
- If you updated several deals, review the result and check the rows that failed before retrying. Some rows may already show the new value.
- If the problem continues on a new deal, give your Admin or support the deal name, field, and exact message. Include the time and workspace so they can identify the failed save.
For example, if a fictional HelioWorks deal still shows None after you selected 75% and above, check Probability Of Closing on the saved record before using that figure in a forecast.