Click here to find out how to get in touch!

Support Center

How can I edit a field in the list?

You can edit a field by clicking on the field from a detail view, or from within a list view. Note that fields can be edited in bulk from the list view. Some fields in list views only show information related to other parts of the tool are not editable. An example is the last activity date, this can’t be edited individually as this date is pulled from the actual last activity that is linked to the deal.