How to change a deal stage [Video]

While working on a deal, you can change its stage to keep your team informed about its progress. This allows you to ensure data freshness and improve team collaboration.

In this article, we will talk about how to change a deal stage in the CRM system.

Open a deal, and select a different stage under the deal name. You can also move the deal to another pipeline.

Select the Kanban display mode. Hover over your deal, and drag it to a different stage.

With the List view mode, you can change multiple deal stages and pipelines.

Select theList view mode. Hover over your deal, and drag it to a different stage. Select deals, and click Change stage above the list.

Select a deal stage in the current or another pipeline, and click Apply.

Last Updated: 24.07.2024