Edit Deal

Update an existing deal record using the same form layout as creation, with a few differences: the Deal Source section is hidden (linked prospect or BP cannot be changed after creation), and a Contact Information section is always visible to let you update the contact details directly. After saving, the deal’s stage is also updated if it changed.

Accessing the Page

From the Deal Detail page, click the Edit (pencil) button, or navigate directly to /deals/:id/edit.

Form Overview

The edit form uses the same section structure as the Create Deal form. The Deal Source section does not appear in edit mode.

Section	Description
Basic Information	Title, stage, amount, probability, expected close date, description
Contact Information	Company name, contact name, email, phone — always visible in edit mode
Additional Information	Source, campaign, tags, notes

Basic Information

Field	Required	Type	Description	Default	Validation
Title	Yes	Text	Deal name	—	Max 200 chars
Stage	Yes	Select	Pipeline stage (non-closed stages only)	Current stage	Must select a non-closed stage
Amount	Yes	Number	Deal value	Current value	Must be 0 or greater
Probability	No	Slider + Number	Close probability percentage	Current value	0–100
Expected Close Date	No	Date	Target close date	Current value	—
Description	No	Textarea	Deal description	Current value	—

Stage changes: If you select a different stage from the current one, the system issues a separate stage-move request after saving the other fields. Both operations succeed or fail independently.

Contact Information

This section is always shown in edit mode.

Field	Required	Type	Description	Default	Validation
Company Name	No	Text	Company or organization	Current value	—
Contact Name	No	Text	Contact person’s name	Current value	—
Email	No	Email	Contact email	Current value	Valid email if provided
Phone	No	Text	Contact phone	Current value	—

Additional Information

Field	Required	Type	Description	Default	Validation
Source	No	Text	Lead source	Current value	—
Campaign	No	Text	Campaign name	Current value	—
Tags	No	Text	Comma-separated tags	Current value	Split on commas
Notes	No	Textarea	Internal notes	Current value	—

Read-only behavior after creation

Field	Read-only in edit mode
Deal Code	Yes — system-assigned, never editable
Prospect link	Yes — deal source cannot be changed after creation
Business Partner link	Yes — deal source cannot be changed after creation
Owner	Yes — assigned at creation

Validation Rules

The edit form uses the same validation rules as the Create Deal form, with the following exception:

• Region enforcement applies only to Direct-source deals; prospect and BP links are already established.

Post-save behavior

After a successful save:

• Field changes are applied to the deal.
• If the stage changed, the deal moves to the new stage (the pipeline position updates).
• You are redirected to the Deal Detail page.

An Unsaved Changes guard prevents accidental navigation. Clicking Cancel discards changes and returns to the Detail page.

Permissions and system behavior

• Requires Edit Deal permission.
• Users outside the deal’s region scope see an Access Denied message.
• Users without edit permission see a disabled Edit button on the Detail page.

Common tasks

1. Open the deal’s Detail page and click Edit.
2. Update the fields you need to change.
3. Click Save Changes to apply. Click Cancel to discard.

Related Pages

• Deal Detail — View deal after saving
• Deal List — Return to the list
• Create Deal — Create a new deal