Propose Changes to a Deal

It is possible to edit a deal while the deal has not started being processed into MFCS:

  1. From the side menu, choose Deals Management.
  2. In the Deals Management, select the deal that requires changes.
  3. In the Create or Edit Deal screen, click Edit.
  4. Make the changes required to the Deal.
  5. After the changes are done, click Submit.
  6. In the Reason dialog box, complete the Reason Code, Due Date, and Comments. Click Submit.