On the homepage of a deal, you will see a sidebar on the left that contains a tab labeled 'Change deal'.
This tab can be expanded or collapsed by clicking on it.
From the 'Change deal' tab you can:
Edit the basic deal details
Add or remove deal labels
Change the deal status and
Create a copy of the deal
Edit deal
From the 'Edit deal' section, you can:
Change the basic deal information (contact, deal title, deal owner, team members, stage, deal value, finance due date, estimated settlement date and summary notes)
Add or remove deal labels
Add or edit information in the custom fields
Add/remove labels
This is where you can add or remove deal labels.
Please keep in mind that deal labels must be created in the settings before they can be selected here.
Move to another workflow
From here you can transfer deals to a different workflow by choosing the desired workflow and stage from the drop-down fields.
Change deal status
In the 'Change deal' section, you have the ability to modify the deal status.
You can enter the date of the status change and a short note about it.
The available options may differ depending on the current status of the deal.
Duplicate deal
The 'Duplicate' option will create a copy of the existing deal.