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Deal Actions
Apply Actions to Deal Records
Apply Actions to Deal Records

Applying actions, such as tasks, notes, detailed updates, and custom fields on one or more deals is quick and easy! We'll show you how.

Support Team avatar
Written by Support Team
Updated over a week ago

Applying an action to one or multiple deals is quick and easy!

1) Navigate to the Deals tab.

2) Select the deal(s) from the list view that you would like to take an action on. 

3) Use the "Actions" button and select an available option.

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

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