--- title: 3.2 Manage Deal description: Manage Deal --- [Skip to content](https://support.track360.io/knowledge-base/3.2-manage-deal#main-content) [Customer Portal](https://support.track360.io/customer-portal?hsLang=en) ![Track360 High-Res Logo (no backround)-1](https://support.track360.io/hs-fs/hubfs/Track360%20High-Res%20Logo%20(no%20backround)-1.png?width=200&height=35&name=Track360%20High-Res%20Logo%20(no%20backround)-1.png) Open main navigation Close main navigation - - [Customer Portal](https://support.track360.io/customer-portal) - [Contact us](https://support.track360.io/customer-portal/new) [Contact us](https://support.track360.io/customer-portal/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Track360 - Platform Guide](https://support.track360.io/knowledge-base?hsLang=en) 2. [SECTION 3: SETTING UP DEALS](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en) 3. [Deals Introduction](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#deals-introduction) # 3.2 Manage Deal - On the Sidebar Menu go to **Deals \> Manage Deals** - On the upper bar will be presented the **Filters**, where it is possible: **Filter by Name** of a deal; **Deal Status** between enabled (still active deals), disabled or both; **Types** of deal (e.g. CPA, CPI, RevShare); **Created by** “Me” in case you want to show deals only created by you, “Everyone” in case you want to show deals created by everyone - On the right top, click on **Download Deals Backup** button to export all deal details into an Excel file for external analysis or record-keeping - Use the **Reset Filters to Default** button to reset all filters chosen to default options ![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXf8dMw6nqeeC0E7NB0l6FXgcGgVuhIa1uwkbvv4b5tHPIOT8Qvh6ITiO4y1_uKTeRexenvkrovHMXvpyTlKrVRj60xrytJ40wb_3c0Y_DbaedT-EvICQSEojoq7e88zdKZKm9uOdw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=ba844b35&sv=2) - In the middle section, the listed deal shows information of each deal by row where: - **Deal ID**, the ID given to each unique deal - **Name**, given name to describe each deal - **Default Role**, displays which role this deal is attained to - **Old deal**, this helps in case a unique deal is based on an old deal - **Type**, presents the type of deal - **Period**, displays that certain terms, such as payments, are recurring on a set timeframe basis - **Currency**, gives information on the type of currency used in the deal - **Enabled?**, states whether the deal is active or not - On the right side of each deal, it provides a variety of icons by rows, each with a distinct function:CommentShare feedback on the editor - **The Information Icon** displays a pop-up window displaying deal conditions and calculations - **The Gear Icon** allows you to alter individual deal options , like modifying the deal's name, type, or default role, or it indicates whether the deal is based on an old deal - **The Pen Icon** creates a new deal with the selected deal as a template, allowing alterations to conditions and formulas. You will be able to modify the deal and only save it as a new deal - **The Eye Icon** indicates which partners (affiliates or IBs) are assigned to the deal, including their names and IDs - **The Arrow Icon** expands or collapses the deal's conditions and formulas ![](https://track360.gitbook.io/track360/~gitbook/image?url=https%3A%2F%2Flh7-rt.googleusercontent.com%2Fdocsz%2FAD_4nXeABLynhhJWLs7n3vwF_tk201CaqmSBnpn4CY_7lwOf9D7UbQiZg-YqDit4hVUT5b1ltH5rsvRehE3Fr9PVc1vdz3oivfyJoL-Vfp_qAXsNuERUmuY563nv29OAi4JIbLTGL65BMw%3Fkey%3DwFhz4Po8HnRtj3aKQZ_YpisS&width=768&dpr=4&quality=100&sign=a6c3dba6&sv=2)   Once saved, deals can only be modified for name, type, and role. If the structure is modified, the deal will be saved as a new deal   - [SECTION 1: GETTING STARTED WITH TRACK360](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#main-content) - [What is Track360?](https://support.track360.io/knowledge-base/section-1-getting-started-with-track360?hsLang=en#what-is-track360) - [SECTION 2: PARTNER MANAGEMENT](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#main-content) - [Affiliate Management Introduction](https://support.track360.io/knowledge-base/section-2-partner-management?hsLang=en#affiliate-management-introduction) - [SECTION 3: SETTING UP DEALS](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#main-content) - [Deals Introduction](https://support.track360.io/knowledge-base/section-3-setting-up-deals?hsLang=en#deals-introduction) - [SECTION 4: REPORTS & ANALYTICS](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#main-content) - [Reports Introduction](https://support.track360.io/knowledge-base/section-4-reports-analytics?hsLang=en#reports-introduction) - [SECTION 5: SETTINGS](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#main-content) - [Organization Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#organization-settings-introduction) - [Brand Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#brand-introduction) - [Configuration Settings Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#configuration-settings-introduction) - [Advertising & Product Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#advertising-product-introduction) - [Translation Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#translation-introduction) - [DNS Introduction](https://support.track360.io/knowledge-base/section-5-settings?hsLang=en#dns-introduction) - [SECTION 6: MARKETING TOOLS](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#main-content) - [Marketing Tools Introduction](https://support.track360.io/knowledge-base/section-6-marketing-tools?hsLang=en#marketing-tools-introduction) - [SECTION 7: COMPLIANCE](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#main-content) - [Compliance Introduction](https://support.track360.io/knowledge-base/section-7-compliance?hsLang=en#compliance-introduction) - [SECTION 8: EMAILS & EVENTS MANAGEMENT](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#main-content) - [Email Communication Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#email-communication-introduction) - [Event Notifications Management Introduction](https://support.track360.io/knowledge-base/section-8-emails-events-management?hsLang=en#event-notifications-management-introduction) - [SECTION 9: FINANCE & PAYOUTS](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#main-content) - [Finance Introduction](https://support.track360.io/knowledge-base/section-9-finance-payouts?hsLang=en#finance-introduction) - [SECTION 10: INTEGRATIONS](https://support.track360.io/knowledge-base/section-10-integrations?hsLang=en#main-content) - [Integrations Introduction](https://support.track360.io/knowledge-base/section-10-integrations?hsLang=en#integrations-introduction) [![Track360 High-Res Logo (no backround)](https://support.track360.io/hs-fs/hubfs/Track360%20High-Res%20Logo%20(no%20backround).png?width=150&height=26&name=Track360%20High-Res%20Logo%20(no%20backround).png "Track360 High-Res Logo (no backround)")](http://Track360.io) Copyright © 2025, Track360