Editing a deal

In a deal, you can edit the following sections:

1. Availability of partner tools.
2. Deal status: In process, Won, or Loss.
3. General information: Name, type, account, subaccount, and description.
4. Forecast: Amount, consumption type, number of users, total user potential for the customer, and closing period.

Editing a deal statusEditing a deal status

You can change the deal status from In process to Won or Loss.

If the your project goals are met, close the deal as Won:

1. Click Won.
2. Confirm the successful closing of the deal.

If your deal falls through, set its status to Loss:

1. Click Loss.
2. Select the reason for the loss from the list.
3. Confirm the closing of the deal.

Editing deal parametersEditing deal parameters

You can modify the General information and Forecast sections. To edit these deal parameters in the Partner portal: