In some cases you need to change the deal matching status manually e.g.
The integration has not been working and updated the deal matching status
- Open the deal
- Click on ... icon three dots
- Select change deal matching status
- Type a reason for the change
- Change to the matching status you want
Note, there are some limitations to which status changes that can be made. To go from status To be sent ----> Matched, you need to change to Sent for matching first then status matched.
An update needs to be done on the deal. To unlock the deal
- Use button unlock deal
- Use change Deal matching status manually (see above)
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