# Edit and Delete (https://docs.carlio.app/docs/deals/edit-or-delete-a-deal)

Correct the details of a deal or remove a deal created by mistake



Edit a deal to correct the customer, the price or the terms. Delete a deal only when it was created by mistake.

**Requirements:** The deal update permission to edit and the deal delete permission to delete. The Owner and Manager roles hold both. The **Edit** action also needs **Deal Financial Access** and **Partner Commission Access**. Without both, the action is hidden.

## Edit a deal [#edit-a-deal]

1. Open the deal, or find it in the deals list.
2. Select **Edit** in the actions menu of the deal. The **Edit Deal** dialog opens.
3. Change the fields. The fields are the same as in the **Open a Deal** dialog.
4. Select **Save Changes**.

The toast **Deal updated** confirms the change.

## Change one value in place [#change-one-value-in-place]

The deal page offers two shorter edits. Both need the deal update permission.

* **Sale price:** Select the **Edit sale price** button, enter the amount and select **Save sale price**. The toast reads **Sale price updated**. This edit needs **Deal Financial Access**.
* **Expected delivery:** In the **Details** card, select **Edit expected delivery** and pick a date. The date saves at once. Clearing the date saves too. The toasts read **Delivery date updated** and **Delivery date cleared**.

Changing the sale price of a **Won** deal recalculates the commission amount and the commission in the **Awaiting** list.

## Delete a deal [#delete-a-deal]

1. Open the actions menu of the deal, on the deal page or in the deals list.
2. Select **Delete**.
3. In the dialog **Delete** and the deal name, select **Delete deal**.

The toast **Deal deleted** confirms the removal. The deal page closes and the deals list opens.

## Delete several deals [#delete-several-deals]

1. Select the checkbox of each deal in the list.
2. Select **Delete** in the bar that shows the number of selected deals.
3. Confirm with **Delete** and the number.

## Notes [#notes]

* Deleting a deal also deletes its status history. The action cannot be undone.
* A **Won** deal cannot be deleted. The message reads **A won deal is history. Mark it cancelled instead of deleting it.** Mark the deal **Cancelled** instead.
* When several deals are deleted together, the **Won** deals are skipped and the others are deleted.
* Money already recorded against a deal stays in the ledger after the deal is deleted.
* To keep a record of a deal that did not complete, mark it **Lost** or **Cancelled** with a reason instead of deleting it.