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How to update a transaction after verification
How to update a transaction after verification

It's easy to make changes to your transaction after it's been verified.

Jessica avatar
Written by Jessica
Updated over a week ago
  1. To make changes to a verified transaction you will need to click the red 'Update Deal/Owners' button at the top-right.
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2. A pop-up will appear notifying you that you are moving to the 'Current State' of the transaction where edits can be made.

3. Make any necessary changes and re-verify the owners and transaction.

4. When changes are made and the transaction re-verified, another snapshot will be taken and added to the archive drop-down at the top-right of the transaction.

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