Applying an action to one or multiple deals has never been easier!


After navigating to your deals tab, filter and then select the deal or deals that you'd like to take an action on. Clicking on the orange "actions" button will show the available options:  



  • You can create tasks or notes
  • Update Deal Record to update the deal's: Status,Sales Rep, Value, Forecasted close date, Win probability %, and Lead source
  • Update a Custom Field 
  • Delete or Export a deal