How to edit deal fields

Deal fields are the structured information on a deal: name, stage, assignee, value, close date, source, tags, and custom fields. Keeping them current makes filtering, sorting, and pipeline review much more useful.

Edit from deal detail panel

Open pipeline → click deal card → find the field in the detail panel → click the value → type or select the new value → save or click away. Use this when editing one deal and needing context from comments, activity, or linked emails.

Edit from List view

Table icon (top-right) → find the deal row → click the field cell → enter new value. Use List view for updating many deals at once, such as adding lead source to every deal from a recent campaign.

If a field is missing

Fields exist workspace-wide but visibility is per pipeline. Settings → Pipelines → select pipeline → field visibility settings → enable the field. If a dropdown shows "No options", go to Settings → Data fields → open the field → add choices.