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Edit deal board settings

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Naomi Papoushado
  • Updated

Where to go: Deals > Pipeline

  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 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.

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