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How to reopen and unlock settled deals?
How to reopen and unlock settled deals?

How to open locked deal(s).

Mina avatar
Written by Mina
Updated over a week ago

Once your deal is set to status "Won" or "Settled", all information will be locked and uneditable.  

Kindly note that the date of resettling the deal will also be captured in reports and dashboard, along with the date when the deal was first settled.

This means that your deal will show up in a report for the date it was first settled, and the date it was resettled.


If you wish to make some necessary adjustments in a settled deal, you can change the status of the deal back to open by following these steps: 

  1. Go to the Workflow where your settled deal is located

  2. Switch to to List View of the Workflow

  3. Select the settled deal (checkbox next to the deal name)

  4. From top row, click on status change icon

  5. In the popup window, choose "Open" for new deal status

  6. Lasty, confirm by clicking the "Save" button

Once deal status is back to "Open", you will be able to make needed adjustments.

If you are reopening "Won" deals, who will like "Settled" deals be locked for edit but hidden in Workflow views, you will first need to reveal the deal in your workflow by using the Deal filter option.

Make sure that all the information is correct before you have the deal marked as settled again.

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