Estimates > Modify an existing estimate 1. Click on the "Estimates" tab (or select "Estimates" from the links that appear at the top of the form when you are viewing a particular client, prospect, or deal record). 2. Click on the name of the estimate in the Estimates list. 3. Make your changes in the "Edit estimate" dialog box. 4. If there are no phases in the estimate and you wish to add some, go to the "Defined phases" section. Enter names for each of the phases in the text boxes provided. If you need more rows, select one of the options from the "[Add]" drop-down list box. To delete a phase, delete it from the text box. To rename a phase, delete the phase from the text box, and type in a new name in the same box. Note: If you delete a phase, the associated staffing, expense item, and adjustment information will be lost. If you rename a phase, including the "Default" phase, the staffing, expense item, and adjustment information you have entered will be retained. 5. Click on "Save." Note: If you change the client affiliation of a deal, the client affiliation will also change for any existing estimates associated with the deal. Note: If the deal to which the estimate is associated is closed or lost, the status of the estimate will change as well. The estimate will no longer be listed in the Estimates > Open sub-tab, but will be listed in the "Closed" or "Lost" sub-tab. Estimates > Delete an existing estimate 1. Click on the "Estimates" tab (or select "Estimates" from the links that appear at the top of the form when you are viewing a particular client, prospect, or deal record.) 2. Click on the name of the estimate in the Estimates list. 3. Click on the "Delete" button.