Move deals through stages

Move deals through stages

There are two ways in which you can move a deal to the next stage in your pipeline. You can simply click and drag the deal to the pipeline stage of your choice. When you start moving a deal, a toolbar appears at the bottom with the options such as: Delete Closed Lost and Closed Won. Drag and drop them into the respective boxes if you wish to do any of these three actions.

You can also move the deals through stages from the deals details page.

In the Deals Details page, the pipeline stages are displayed as a timeline. Simply click on the stage where you want your deal to be moved to, or click the drop down and choose the stage.

From Pipeline View




From Deals Details Page
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