Manage: Edit or delete deal boards
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Manage: Edit or delete deal boards

  • PDF

Article summary

Where to go? Deals > Pipeline

How to edit

  1. Click Edit board.

    The Edit page opens on the current board.

  2. Make the changes you want to the board.

    For more information on the board particulars, see Set up: Create a deal board.

    Note:

    If you change any warnings, it can take a few hours to update in the board while we recalculate the data.

  3. Click SAVE.

How to delete

  1. Click the board name at the top of the board > MANAGE BOARDS > More-menu.png > Delete next to the board that you want to delete.

  2. In the confirmation message, click Delete.


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