Communication (CDR, Email, Webphone)
Contact Centre
Ticket System
Deal Management
Task Management

Editting a deal

In Hipcall, you can edit a deal after you create it. You can change it’s name, status, stage, assigned user information. To edit a sales deal, please follow the steps below.

  1. On the top navigation menu, go to Sales.
  2. Find your sales deal and click the three dots sign on the right and click Details.
  3. After your deal page opens, you can change it’s name, amount, stage, assigned user information on the left section.