How do I edit a deal's stage from the Inbox tab?

To update a deal's progress stage:

● Click on Inbox

● Select "Email" as the conversation type

● Click on the associated lead

● Locate the Deals section on the right side

● Find the edit button next to the stage field

● Click and select the appropriate stage for this deal

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.