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How to edit your sales results?

How to edit your sales results?

  • Select the result that you want to edit.
  • Click on this icon (1).
  • To download the report, click on this icon (2).
  • To delete the result, click on this icon (3).
  • To change the deal status, click on this icon (4) and select a new status.
  • To change a sales representative, click on this icon (5).
  • To add a comment, click on this icon (6) and type a comment.

  • To create a new conversation with the account which already exists, click on this icon "+" on the top right-hand side of the page.

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