Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This module is designed for Lightning Experience.
First Step: Navigate to Deals
- Click App Launcher.
- Enter Deals in the Search bar.
- Click Deals.
- Select a Deal.
Second Step: Select a different Deal
By Clicking Select Other Deal, you can clone a deal or select other deals related to the same Sales Up. In the Deal Page header, you will see the primary deal marked PRIMARYDEAL, next to the Deal #.
- Click Select Other Deal
- Select a different deal
Step Three: Set the Primary Deal
Now a new deal is selected the next step is to set the deal as the Primary Deal, click Set as Primary button.
A deal that is not the primary deal will contain a button called "Set as Primary." Click the Set as Primary button next to the deal number to set as the new Primary Deal.
The new Primary Deal is set to Deal # 1389.