Talk to us

Support Center

Drag-and-drop deals to move them to next pipeline stage

To move the deal to next sales stage, just click and drag the deal along the pipeline.

When you start dragging a deal, a toolbar appears on the bottom of the page. Drop deals in the relevant boxes at the bottom to mark them as won or lost. You can also delete deals or send them to another pipeline.




Note: Completed deals (won or lost) will disappear from your pipeline view, and can still be viewed using your filters or reports.