Shared guide

How to move a deal through pipeline stages

Step-by-step guide covering: Click the CRM icon; Click the Deals link; Click the New Lead (DocuFast Sales Pipeline) option; Click the Contacted status.

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Step-by-step Guide4 steps

  1. Click the CRM icon

    Click the CRM icon
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  2. Click the Deals link

    Click the Deals link
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  3. Click the New Lead (DocuFast Sales Pipeline) option

    Click the New Lead (DocuFast Sales Pipeline) option
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  4. Click the Contacted status

    Click the Contacted status
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