If any changes occur after creating a deal, it's essential to update the deal to ensure the information remains accurate. This keeps you informed of the latest details and the current status of your deal. Follow these steps to update a deal:

You can update or edit a deal from the pipeline view, list view, kebab menu, summary section on the deal detail page, or forecast view, depending on your preference and context.

1. Pipeline View: Locate the deal in your pipeline, click on edit icon, make the necessary updates, and Save the changes.
   

1. List View: Identify the deal you want to update from the list. Click on the kebab option next to the deal, choose Edit, apply the necessary changes, and then click Update.

1. Kebab Menu: Find and click the deal you want to update to access its detailed view. From the top-right corner click on icon, select Edit, make necessary changes, and Save.
   

1. Deal Detailed View: In the deal profile, find the  icon next to the deal name. The deal name is automatically generated based on the deal's first name, but you can edit the deal name afterward if needed. Click the icon, make the necessary updates, and then click Update to save your changes. 
   
   
   

1. Summary Section: You can edit the fields directly from the summary section.
   
   
   

1. Forecast View: To edit a deal from the forecast view, locate the deal you want to update, then click on the edit icon next to the deal. Make your changes and save them as needed.