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How to update deal info in Wingman
How to update deal info in Wingman
Kesava Mandiga avatar
Written by Kesava Mandiga
Updated over a week ago

Pipeline reviews are faster and sales forecasts more accurate when you can review and update deal info in one go, instead of shuffling apps. With Wingman, you can.

How to edit deal info in Wingman

Here’s how to update deal info in Wingman:

  • Go to Deal Central and find the relevant deal you’d like to update.

  • Click the edit icon next to specific deal info—deal status, close date, deal value, probability and so on (columns synced from your CRM).

  • Enter the new value and hit Return/Enter to save or Esc to cancel.

  • Your edits are synced back to CRM immediately. Cheers!

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