Change deal matching status manually

Created by Erik Åkerlund, Modified on Mon, 20 Feb 2023 at 02:30 PM by Erik Åkerlund

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

  1. Open the deal 
  2. Click on ... icon three dots 
  3. Select change deal matching status
  4. Type a reason for the change
  5. 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

  1. Use button unlock deal 
  2. Use change Deal matching status manually (see above) 

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