You are able to update the deal Information and add team members as the deal participants.
You are able to edit contents but not able to delete cases at their side.
How to Modify Deal Information
STEP 1 Open Deal Management Screen
1. Click on "Manage Your Deals" from [SELL SIDE] |
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2. Click on "Edit" of the deal. |
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STEP 2 Edit Contents/Add Team Member
1. You can edit the deal contents and add team members. |
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2. After editing the information, click "Save" on the bottom. |
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