---
title: "Editing a Deal in ClearCRM"
description: "This article describes the process of editing an existing Deal."
url: https://help.clearcrm.com/en/articles/10859363-editing-a-deal-in-clearcrm
collection: "Deals"
updated: 2026-09-13
language: en
---

# Editing a Deal in ClearCRM

This article describes the process of editing an existing Deal.

Editing a deal in ClearCRM allows you to modify key details such as deal value, pipeline stage, and ownership. You can access the **Edit Deal** page in two ways:

1.  **From the Deal Details Page** – Click on a deal to open its details, then select **Edit**.
    
2.  **From the Deals Table** – Click the **hover button** next to a deal and select **Edit** from the dropdown menu.
    

## **Fields in the Edit Deal Page**

## **Basic Deal Information**

-   **Title** _(Required)_ – The name of the deal.
    
-   **Deal Value** _(Required)_ – Enter the monetary value of the deal in decimal format (e.g., 300.00).
    
-   **Expected Close Date** _(Required)_ – Choose the anticipated closing date for the deal.
    
-   **Source** – Select the origin of the deal (e.g., YouTube, LinkedIn, Referral).
    
-   **Pipeline** _(Required)_ – Assign the deal to a specific sales pipeline.
    
-   **Stage** – Define the current stage of the deal (e.g., Presentation Scheduled, Negotiation).
    
-   **Related To** – Link the deal to a related contact, company, or project.
    
-   **Deal Owner** _(Required)_ – Displays the name of the user managing the deal.
    

## **Additional Options**

-   **Assignee** – Select a team member to be assigned to this deal.
    
-   **Tags** – Add relevant tags to categorize or filter the deal efficiently.
    

## **Saving Changes**

Once all necessary modifications are made, click **Save Changes** at the bottom-right corner to apply the updates.

This streamlined process ensures deals are always up-to-date and aligned with your sales strategy.