To change the stage of a deal, you have three options:
Using the Deals Tab:
Click on the Deals tab.
Select the particular deal you want to update.
Scroll down to the right side where you see the Stage option.
Click on it and select the new stage.
Using Stage View:
Click on the Deals tab.
Switch to Stage View.
Drag and drop the deal to the desired stage.
To change the stage of a deal using the People tab, follow these steps:
Go to the People tab and click on the lead whose deal stage you want to update.
On the lead's page, scroll down to the right side until you see the Deals section.
Click on the pencil icon next to the deal, then select the new stage for the deal.
This process allows you to efficiently update deal stages directly from the lead’s profile.
By following either method, you can successfully change the stage of your deals.
For any queries, you can reach out to us at [email protected] or call us at our support toll-free number +1 (844) 574-9191.