How to Cancel a Deal

There are two ways to cancel a Deal:

1) From the  Deal page, click Change Status for the deal record you want to cancel.

Once you click on  Change Status, the box below will appear.  Choose Cancelled and confirm your choice by clicking Save.

2)  From the  Documents page of the Deal tab, click the Cancel Deal button, as displayed below.

The confirmation message below will appear, select Yes to confirm you want to cancel the deal.

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