> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Update a sale

> How to update existing sale information, change its stage (including marking it as stalled, sold, or lost), or delete a sale if it is no longer relevant.

You can update existing sale information, change its stage (including marking it as stalled, sold, or lost), or delete a sale if it is no longer relevant.

## Edit sale

1. Open the **Sale** screen for the sale you want to update. See [Use the Find screen][5].

2. Click <i class="ph ph-pencil-simple" aria-hidden="true" /> in the upper-right corner of the Sale card to enter edit mode.

3. Make the necessary changes. You can switch between tabs while remaining in edit mode.

   * **Total cost, Profit, and Percentage fields:** Changing one field will automatically update the others to ensure consistency.

   * **Changing the stage:** Updating the stage automatically adjusts the **Probability** field. You can still manually override this value if needed. If the sale type is linked to a [sales guide][1], the previous stages in the guide will be marked as completed with a tick.

   <Warning>
     Switching **sale types** linked to a sales guide will remove the guide. Activities and documents remain in the **Activities** tab and will relink if you revert to the original type.
   </Warning>

4. Click **Save** to apply changes, or click **Cancel** to discard them. Both actions will exit edit mode.

   <Note>
     If the **Save** button appears dimmed, ensure all mandatory fields are filled in.
   </Note>

<h2 id="stalled">
  Mark a sale as stalled
</h2>

This status can be used when, for example, a customer delays their purchasing decision until a later date, such as the following year

1. Check the **Stalled** box in the **Sale** screen.

2. Fill in the following additional fields:

   * **Re-open date:** The date when the sale should be revisited.
   * **Reason (stalled):** Explanation of why the sale cannot progress.

   ![Stalled sale -screenshot][img1]

3. Click **Save**. The **Follow-up** dialog opens, allowing you to schedule a future meeting or call to follow up on the stalled sale.

<Note>
  The **Re-open date** and **Reason** fields replace the **Next activity** field.
</Note>

## Mark a sale as sold

1. In the **Stage** dropdown menu, select **Sold**.

2. Update the **Date** field (defaults to today's date) to the actual closing date, if different.

3. Select the **Reason** for the sale's success.

   ![Sold sale -screenshot][img2]

4. Adjust the sales **Amount** and update the financial details in the **Details** tab.

5. Click **Save**.

## Mark a sale as lost

1. In the **Stage** dropdown menu, select **Lost**.

2. Select the **Reason** for the sale's failure.

   ![Lost sale -screenshot][img3]

3. Update other fields if applicable.

4. Click **Save**.

If the sale has the status **Sold** or **Lost**, you can check the **Completed** box.

<h2 id="delete">
  Delete a sale
</h2>

1. Open the **Sale** screen for the sale you want to delete.

2. Click the **Task** button (<i class="ph ph-dots-three-circle-vertical" aria-hidden="true" />) in the upper-right corner of the Sale card and select **Delete**.

3. In the **Delete sale** dialog, review the sale details to ensure you are deleting the correct sale. **This cannot be undone.**

   <Note>
     If the **Delete** option is unavailable, you may lack sufficient permissions to delete the sale. You cannot delete sales that do not belong to you unless you have the necessary permissions.
   </Note>

4. Click **Yes** to confirm the deletion.

[1]: ./sales-guides

[5]: ../../search-options/learn/find-screen

[img1]: /media/loc/en/sale/stalled-sale.png

[img2]: /media/loc/en/sale/won-sale.png

[img3]: /media/loc/en/sale/lost-sale.png


## Related topics

- [Create a sale](/en/sale/learn/create.md)
- [Sales guides](/en/sale/learn/sales-guides.md)
- [Explanation of the fields](/en/sale/learn/create#fields.md)
- [Automate lead categorization](/en/lead/admin/category-automation.md)