EDIT Budget in budget list

  1. Log in to your CRM system and navigate to the budget list.

  2. Find the budget you want to edit in the list.

  3. Look for an option to edit the budget and click on it. This may be labeled "Edit Budget".

  4. Make the necessary changes to the budget details, such as the name, amount, date range, or any other relevant information.

  5. Save the changes to update the budget in the budget list.

Last updated