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How can I change a deal's stage from the lead activity page?

Updated over 4 months ago

To update a deal's stage:
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1. Click on the People tab
2. Select the particular lead


3. Scroll down to the right side of the page
4. Under the Deals section, locate the specific deal
5. Click on the pen icon next to the stage section


6. Select the new stage from the options


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For any questions, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.
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