Work with deals in the table

Use the Sales log to make quick updates without opening every deal. For more detail, open the deal page and work in the relevant section.

Open the Sales log through the workspace navigation, or open the Command Center using the Autopilot button in the bottom-right corner, search for Sales log and select it.

Open a deal

Find the row you need, then select its customer name or deal number to open the deal page.

If you cannot find a deal, check your period, date basis, search and filters. See Find and filter deals.

Edit information in the table

1. Select an editable field in the deal’s row.
2. Enter the new value.
3. For a single-line text or number field, press Enter or move out of the field to save. Press Escape to cancel the edit.

Changes update the deal itself. They are not just changes to your table layout.

If a field shows an error, check the message and correct the value before continuing.

Use dropdowns and date pickers

Select an available dropdown to choose a new value, such as a salesperson, business manager or status. Date fields open a date picker.

The available options and actions depend on the field and your access. Changing a deal’s status may require additional information or approval checks; follow any message shown.

For delivery, see Deliver a deal. For required information, see Approval rules.

When you need more detail

Not every column is editable, and your access determines which changes you can make. If a field has no editing control, open the deal page to review its details and the actions available to you.

Use Deal history to review recorded changes, who made them and when.