Approving and undoing what Dealy does

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Dealy changes real records, so there are two safety nets around it.

Approval. Some changes are staged rather than run straight away. Dealy tells you what is waiting and stops, and the change happens when you press Approve & continue. Which changes need approving depends on how your company has set Dealy up — a stricter setting means more things pause for a look, a looser one means Dealy gets on with it. Deletions and bulk edits are the usual candidates.

If Dealy has stopped and is waiting, nothing has happened yet. Approving is what makes it real; ignoring it leaves your data untouched.

Undo. After a reply that changed things, Undo changes reverses what that reply did. Dealy tells you how many changes it is about to reverse before it does it.

Undo is not unlimited. Some actions cannot be taken back automatically — anything that left DealJourney, such as an email that was sent — and Dealy says so plainly rather than pretending otherwise: {{count}} other change(s) cannot be undone automatically and will be left as they are.

Because of these two nets, letting Dealy act is usually safer than it feels. The risk worth actually watching is not a wrong record — that is revertible — but a confident number in a summary. Check totals against a filtered list or a report before passing them on.

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