How can I change details of my deal once it's been created?

Once you have created your deal, you can access it from the Dashboard to edit details, add documents, and disbursements. 

Note: If you can't find your deal, try filtering the Dashboard or searching for it. 

To edit your deal details: 

1. In the Dashboard, select the pencil icon next to the deal. 

The deal displays. 

2. Next to the section you'd like to edit, select EDIT. 

3. Make the necessary changes. 

4. Select SAVE.