Edit, change the side of or delete a deal
Change a deal's name, value, side, expected close date, commission rate or notes, or delete the deal.
Open the deal and click Edit to change it, or use the three-dot button to delete it.
Edit a deal
Open Edit deal
On the deal’s page, click Edit.
Change what you need
You can change Deal name, Value ($), Side, Expected close, Commission rate (%) and Notes.
Save
Click Save changes.
The commission rate you set here, with the deal’s value, gives the deal’s commission on its page and counts toward Expected income on the board. See Expected income, volume and average deal.
Change the side
Choosing the other Side in Edit deal moves the deal to that side’s first stage, and the dialog tells you which one, such as “It moves to Selling’s first stage, Listing appointment.” Move it on from there.
A Selling deal must follow the listing rules, so the change can be refused, for example when the listing already has an open Selling deal. See How listings and Selling deals stay in step.
Delete a deal
Open the menu
On the deal’s page, click the three-dot button next to Edit, then Delete deal.
Confirm
Click Delete deal again.
The contact and their timeline stay, and the deal’s tasks stay on the contact. The listing stays too, with its seller and status.