To change the Stage of a Deal, please follow the steps below:
- Goto the Deal you want to modify and select the Details Tab
- Click on the EDIT button
- Select the Stage Dropdown and select a new Stage
- Click Save
- You will be asked to confirm the change
📌 Please Note: Checking 'Do you want to close all previous stage tasks.' will close all the tasks in the Stages previous to the new stage you're selecting.
- The Details will reflect the saved new Stage
📌 Please Note: Depending on the Deal owner, you may require additional permissions to edit a Deal's Stage.