1 min read
Edit deal details
The deal details are updated on the card.
Before you start
- Access to Pipeline and the deal to view or update.
Step by step
Open Pipeline and click the deal card.
Click Editar dados (Edit details).
Change the title, contact, phone, value, birthday, notes or other displayed fields.
Review the details and click Save. Use Cancel to leave without applying the edit.
Reopen the card to check the saved details.
The full editor also lets you choose the primary assignee, change the follow-up date and edit products/labels. Save to apply these fields.
Check your result
The deal details are updated on the card.
What you need to know
- Additional fields may be hidden by the pipeline’s Fields settings.
- Attribution UTMs are displayed for reference and are not edited in this form.
- Currently, leaving contact name/phone, notes, assignee or follow-up blank can preserve the previous value. To remove assignees, use the detail’s Responsáveis (Assignees) section; to remove the date, use Remover (Remove) in the follow-up control. Reopen to check other fields.