Rename, move, duplicate, or delete a deal

Use the Actions menu on a deal row to manage that deal from the portfolio.## Available actionsAvailable actions can include Live access, Duplicate, Rename, Move, and Delete.Use Live access to review or change who can open the live deal. Duplicate creates a separate copy and opens it. Rename changes the deal name shown in the portfolio. Move places the deal in a folder or returns it to Unfiled. Delete removes the deal.## When to duplicate or deleteDuplicate a deal when a team needs a separate copy for a different review path. Live-deal edits affect everyone who works from the same shared deal.Delete only when the deal should be removed from the workspace. If the deleted deal is currently open, Reia clears it from the active workspace.Some actions may be hidden if your access does not allow that change.