Geteilte Anleitung

How to move deals through stages

In this how-to guide, you'll learn how to effectively move deals through different stages in your sales pipeline using Pipedrive.

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·5 Schritte·22 Aufrufe·Veröffentlicht

In this how-to guide, you'll learn how to effectively move deals through different stages in your sales pipeline using Pipedrive. Follow the outlined steps to navigate the setup, manage deal details, and update statuses to ensure your sales opportunities are on track.

Step-by-step Guide5 Schritte

  1. Click the Deals section

    Selecting the 'Deals' section will navigate you to the area where you can manage and track your sales opportunities within Pipedrive.

    Click the Deals section
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  2. Click the JDLJDL, Jean Doe link

    This action opens the details for the selected deal associated with Jean Doe in the 'Contact Made' stage of your sales pipeline.

    Click the JDLJDL, Jean Doe link
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  3. Click the Sales pipelineContact Made label

    This action will take you to the details of the 'Contact Made' stage within your sales pipeline, allowing you to view and manage related activities and interactions associated with this deal.

    Click the Sales pipelineContact Made label
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  4. Click the Qualified button

    This action marks the deal as 'Qualified', indicating that it has met the necessary criteria in your sales pipeline. Once clicked, the status of the deal will update accordingly.

    Click the Qualified button
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  5. Click the Save button

    This action saves the current details of the deal, including any updates made to the fields or settings in the Sales pipeline section.

    Click the Save button
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