Deals

How can I change the deal stage from the deal record?

Last updated: December 16, 2016

Available For:

Marketing: N/A
Sales: Free, Professional

There are two ways to change the Deal Stage of your deals from the Deal Record:

 

Using the Stage progress bar at the top of the Deal Record

  • Click on any stage along this bar to change the Deal Stage

 

Using the property dropdown Deal Stage 

  • Click into the property Deal Stage to edit

  • Choose a new Deal Stage 

  • Click Save