Every deal in Recruiterflow has a set of core details — name, value, close date, owner, associated company and contact, and any custom fields your Admin has configured. All of these can be edited directly from the deal record.
How to edit a deal
Open the deal by clicking its name from the Deals board or from search.
Click the three-dot menu (⋯) at the top of the deal record.
Select Edit.
Update the fields you want to change.
Click Update to save.
What you can edit
Deal name — the title that appears on the board and in reports
Deal value — the monetary amount used in revenue forecasting
Close date — your projected close date, used in pipeline reporting
Owner — the team member responsible for this deal
Associated company and contact — the client and contact linked to this deal
Custom fields — any workspace-specific fields your Admin has set up
Practical example
After your intro call, you realise the deal value is higher than initially logged. Open the deal, click the three-dot menu, select Edit, update the value field, and click Update. Your revenue forecast reflects the change immediately.
Things to know
Changes to deal details are reflected across all reports and dashboards immediately.
Custom deal fields are configured by Admins in Workspace Settings. If you need a field that doesn't exist, ask your Admin to add it.
To change the deal's stage (not its details), click the Stage field directly at the top of the deal record — no menu needed. See Changing a Deal's Stage from the Deal Record.
If the Edit option is greyed out or missing, you may not have edit permissions for this deal. Check with your Admin.
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