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Moving Deals Along the Sales Pipeline
admin < 1 min read
Updated:
To easily move a deal to the next sales stage of your pipeline, make sure you are in the Pipeline view. (To know more about how to change the pipeline view, click here).
Just hold and click on the deal then drag the deal along the stages of the sales pipeline. To drop the deal to its designated stage where you want it to be moved, release the click.
