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Update Deal

About​

Going to show you how to update a deal in Goalpense.

Video​

Tutorial​

The first step to create a goal is to go to the Goals on the Dashboard:

home-goals.png

Click on the goal that you want to add a deal under.

goals-box.png

Now you need to click on a deal.

deals-box.png

Under Actions Box you should see Edit Deal button click it.

edit-deal-button.png

Now you will see fields to edit the deal.

Fields​

  • Images - Upload images for this deal.
  • Name - A unique name to know what this deal is about.
  • About - A brief description of what this deal is about.
  • Price - How much is this deal worth?
  • Admin Fee.- Your Administration Fee to charge on this deal.
  • Commission Percentage - How much are you making?
  • Subtract Commission Percentage - How much is a company taking from what you're making?
  • Closed At - When is the deal done or expected to be?
  • Goal - Select the goal you want this deal linked to
  • Status - What status is this deal in?
  • Is Hidden From Breakdown? - You can pick whether you would like to hide this deal from the breakdown numbers.

Once you have field out everything you can press Save.

edit-deal-form.png

Congrats you have now updated the deal!