Deals > Modify an existing deal record 1. On the Deals page, click on the name of the deal you wish to modify. 2. Click on the "Edit" link. 3. Make your changes to the deal in the "Edit Deal" form. *Note: To close a deal, change the status of the deal to "Closed" by selecting this option from the Status drop-down list box. You must also enter a date in the "Closed date" field. An event recording the closing of the deal will be created. 4. Click on the "Save" button. 5. The message "Saved deal "[deal name]" will appear at the top of the form. Deals > Delete an existing deal record 1. On the Deals page, click on the name of the deal you wish to delete. 2. Click on the "Edit" link. 3. Click the "Delete" button at the bottom of the "Edit Deal" form to permanently discard the record.