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Updating Historical Deals

Updating Historical Deals

Oct 17, 2023


Deals that have been imported to Velocity can be found under Historical Deals. It is important to CASL opt in and update historical deals to your Velocity Dashboard so they are picked up for CRM and Reporting purposes.


  • Click on Historical Deals from the navigation bar on the left side of your screen



  • Identify which deals you would like to update. You can filter to particular Expert statuses or search by deal number. Then click on the check box to identify which deals you wish to update or select all. Also ensure to select the CASL check box to opt in the clients.



  • Now select the appropriate Velocity deal status you want the deals to appear under on your dashboard and click update.



  • The page will now load and you have successfully updated your deals!