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How to move deals between pipeline stages

In this how-to guide, you'll learn the step-by-step process for moving deals between different stages in your sales pipeline, ensuring your deals are accurately tracked and…

victoriaworkflowsvictoriaworkflows
·9 steps·73 views·Published

In this how-to guide, you'll learn the step-by-step process for moving deals between different stages in your sales pipeline, ensuring your deals are accurately tracked and managed. Follow along as we demonstrate the key clicks needed to update your deal statuses effectively.

Step-by-step Guide9 steps
  1. Click on "Click here."

    Click on "Click here."
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  2. Click Xenero Ltd deal

    Click Xenero Ltd deal
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  3. Click Sales Pipeline

    Click Sales Pipeline
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  4. Click Qualified (SQL)

    Click Qualified (SQL)
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  5. Click Save

    Click Save
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  6. Click BMX deal

    Click BMX deal
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  7. Click Sales Pipeline

    Click Sales Pipeline
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  8. Click Trial Started

    Click Trial Started
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  9. Click Save

    Click Save
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