Edit deals in the Sales Log
How inline editing works in the Sales Log and why some cells may be locked.
The Sales Log supports inline editing for day-to-day updates, while the full deal page remains the place for larger workflow actions and full write-up review.
Where to find it
Open Sales Log, then click an editable cell.
Use the deal number or customer name to open the full deal page.
Who can use it
Inline editing depends on your deal and field permissions.
If you do not have permission for a field or row, Autopilot keeps the cell read-only or shows a permission message when an update is blocked.
How it works
Text, number, date, and currency cells
Click the cell, make the change, then press Enter or leave the cell to save.
Press Escape while editing to cancel the current edit.
Select fields
Some cells open a dropdown, such as finance status, status, salesperson, business manager, rebate status, payment method, or custom select fields.
Choose the new value to save it.
Checkpoints and signatures
Some workflow fields appear as tickable cells, such as invoiced, shipping booked, PO done, profiled, delivered, customer signed, and manager approved.
When a tick changes a deal's lifecycle status, Autopilot still applies the same approval and required-field rules as the deal page.
Status changes
The Sales Log status dropdown supports forward lifecycle statuses such as Sold, Awaiting Delivery, and Delivered.
Use the deal page for cancellation. Status cannot be set to cancelled directly from inline editing.
Salesperson and business manager
Salesperson reassignment and business-manager assignment are permission-gated. If you do not have the relevant permission, those cells display as read-only.
Important details
Some changes recalculate totals
Pricing, add-on, rebate, and finance-related edits can update calculated values after saving.
Approval rules still apply
If a required detail is missing, Autopilot can block the update and show the missing fields.
History is recorded
Deal field changes are recorded in the deal history and audit trail.
Troubleshooting
The cell will not edit
You may not have permission for that field, or the current view may be showing a calculated/read-only column.
A status change is blocked
Read the required-details message, fill the listed fields, then try again.
You need to cancel a deal
Open the deal page and use the cancellation action there.