Update one or more deals
Update one or more deals
You can change one deal directly from its row. When several deals need the same change, select only those deals, check the selected count, and then choose the update action.
Stage menu
Image guide: The Stage menu changes one deal's pipeline stage. Confirm the deal name and account before choosing a new stage.
Date picker
Image guide: Date fields open a calendar picker. Use this for close date or other date fields shown in the list.
Probability menu
Image guide: Probability updates the forecast likelihood. It should match the evidence from the opportunity, not just optimism.
Owner menu
Image guide: Owner changes who is responsible for follow-up. Use search inside the menu if the owner list is long.
Safe update journey
- For one field on one deal, use the control in that row.
- Confirm the deal name and account before changing stage, probability, owner, value, or date.
- For several deals, select only the rows that should receive the same update.
- Confirm the selected count before applying an action.
- Apply one clear change at a time.
- Recheck the rows after the update.
- Deselect rows when the task is finished.
Important difference
| Action type | Use it when |
|---|---|
| Change one deal | One field on one visible deal needs to change. |
| Change selected deals | Multiple selected deals need the same change. |
| Move between pages | You need another page or page-size change, not a deal update. |
Page navigation controls are explained separately so you do not confuse page navigation with updating selected deals.