Move the Opportunity from one stage to another

There are two ways:

  • First
  1. Go into the respective opportunity you want to change the stage.
  2. Hover on the circles in the deal pipeline. 

3.  Click on the stage you want to move to, Fill in the details if needed. 

4. Click Save & Close. 


  • Second:
    1. Go to board/kanban view - Refer this link:  https://support.lovethatdesign.studio/knowledge/how-can-i-see-my-opportunities-in-kanban/board-view
    2. Pick the respective Opportunity from one stage & drop it in the desired stage. 
      See the video below: 
    3. Fill the needed details and click Save and Close.