Move the Deal to the next Stage
- On your mobile, select a Deal in the Sales app
- Tap the Stage field to display a popup of available Stages and select the Stage you want the deal to move to.
- In your web account, goto any list of Deals
- Click on the 3-dot contextual menu that appears to the left of the checkbox on any deal line and click Move to Stage to display a popup of available Stages. Then select the Stage you want the deal to move to.
You can
customize the Stages in the Sales pipeline to match your sales process.
