Keep a contract up to date as the deal moves, and cancel it if the deal falls through.
Go to Contracts and click the contract to open it.
Click the field you want to change, such as the closing date or price.
Type the new value and press Enter, or click away. It saves on its own.
Status can't be edited directly. It changes when you cancel the contract.
Use this when a deal falls through. Don't delete it: a canceled contract stays on record, a deleted one doesn't.
Go to Contracts.
Click the three-dot menu (⋯) on the contract's row. Or open the contract and click the three-dot menu at the top right.
Choose Cancel contract.
Click Yes, Cancel.
The contract moves to the Canceled tab on the Contracts page.
Open the canceled contract.
Click the three-dot menu (⋯) at the top right.
Choose Restore contract.
Delete contract is in the same three-dot menu. Use it only for a contract entered by mistake.
Who can do it: anyone on your team who can open the contract can edit or cancel it. Restoring a canceled contract is for team owners and admins.
