How do I change the name of a Deal?

This article will show you how to change the Name of a Deal that has already been created in your TIEIT CRM:

When viewing the Deal details of a particular Deal, there are two ways to change the name of a Deal.

1. The first option is if you hover over the name of the Deal, a pencil icon will appear and you can click that to edit the name.

When you click on the pencil the edit name will show and you can change the name and press the blue check-mark button,

2. The second option is again within the Deal details view of a Deal, click on the Details tab. Then, click on EDIT in the top right-hand corner.

This will show the Edit screen where you can edit the Deal name then press SAVE.