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How Do I Add or Change The Deal Value of a Booking?
How Do I Add or Change The Deal Value of a Booking?
Updated over a week ago

Related Questions:

  • Update existing Deal Value

  • See the current Value of a Deal

  • View possible revenue from a Deal

  • How do you add a Deal Value once a booking & event is already created?

  • How do I edit the deal value?

  • How can I add deal value to a booking?
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Answer:

Adding a deal value to a booking in Event Temple can be accomplished through various methods. Here are two ways to do it:

During Booking Creation:

  • While creating a booking, you have the option to include the deal value. This can be specified in the booking creation interface.

On the Booking Summary:

  1. Open an existing Booking by clicking on the Booking Name

  2. Scroll to the top of the Booking Summary page

  3. Click on the Currency Deal Value next to the Booking dates (just above the pipeline stages)

  4. Enter a new Value

  5. Click the checkmark or press enter

Additional Information

Only numbers and two decimals are accepted in this field.

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