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How to Change Stages in a Deal

Customer Success Team
  • Updated
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To change the Stage of a Deal, please follow the steps below: 

Screen_Shot_2020-05-05_at_11.10.50_AM.png

  1. Goto the Deal you want to modify and select the Details Tab
  2. Click on the EDIT button

    Screen_Shot_2020-05-05_at_11.13.32_AM.png

  3. Select the Stage Dropdown and select a new Stage
  4. Click Save
  5. You will be asked to confirm the change

    Screen_Shot_2020-05-05_at_11.15.15_AM.png

    📌 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.

  6. The Details will reflect the saved new Stage

    Screen_Shot_2020-05-05_at_11.16.56_AM.png

 

📌 Please Note: Depending on the Deal owner, you may require additional permissions to edit a Deal's Stage.

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