Edit deal

Change the deal's details. Nothing is sent to the client.

Changing the Stage here works just like dragging the card on the Pipeline. Moving it to Won makes the company a client and records any finder's fee for whoever referred them. Fill in Lost reason only if the deal is lost.

Deal name

Client or company

…or add a new company

Main contact

Stage

Value (£)

Package

Expected close

Source

Lost reason (if lost)

Cancel

Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal