Change Existing Deals Using Upload

To make changes to existing deals by uploading a spreadsheet:

1. From the side menu, choose Deals Management.
2. Select the deals that require changes.
3. Click Download.
4. Make the changes in the spreadsheet.
5. Click Upload.
6. In the Upload dialog box, select the file with the changes.
7. Click Upload.

Note:

Only deals in New or Changes Proposed status can be edited.