Most of the data in Dolfin arrives from somewhere else — a CRM, an invoicing system, or a file you upload. When a single value is wrong, you can correct it directly in the data table instead of fixing it at the source and importing again.
👋 When you need this: two situations. Something arrived from an integration incorrectly and needs correcting quickly, so that calculations run against the right number. Or you manage data by uploading files, and editing one field in place is faster than changing the file and re-uploading it.
Here's what will be covered in this article:
Find the Row You Want to Edit
Go to Data in the left sidebar. Which tables you see there depends on how your organisation is set up — deals, activities, invoices, KPI tables, custom record tables. This guide uses Deals.
Hover over the row you want to change and click the three dots at the end of it, then Edit.
Change the Field
Edit opens a form containing that row's data as it currently stands. Find the field you need and change it — the deal amount, for example.
Save, and Decide What to Freeze
Review the change, and when you're satisfied it's right, click Save changes.
⚠️ Important: if the field came from an integrated source — a CRM, an invoicing system — then editing it is an override. Dolfin will ask you to freeze either the whole row or just the field you changed. Freezing means later changes from that source will not touch what you froze. Without it, the next sync overwrites your correction and nothing tells you it happened.
Once saved, the value is what Dolfin uses in every calculation that depends on it.