Amend a deal (create an amendment)

1. From the home tab (dashboard), click the "Modify a Deal" tile.
2. Search to find the deal you want to amend and click on it from the results list.
3. Check the radio button "I would like to amend to this deal."
4. Click continue and enter the deal information as usual.

1. Open the deals list tab.
2. Sort or filter the list to help find the deal you want to amend.
3. Once you've found it, click the action ellipses and click "Create sub deal" from the context menu.
4. Select "Amendment" as the deal type and enter the rest of the deal information as usual.

You'll note that the deal has pre-selected the same customer and the profile page has automatically linked the original deal (as a parent) to this new deal.