Propose Changes to a Deal
It is possible to edit a deal while the deal has not started being processed into MFCS:
- From the side menu, choose Deals Management.
- In the Deals Management, select the deal that requires changes.
- In the Create or Edit Deal screen, click Edit.
- Make the changes required to the Deal.
- After the changes are done, click Submit.
- In the Reason dialog box, complete the Reason Code, Due Date, and Comments. Click Submit.