There are several ways how to move the deal to another stage.
1.1. Drag and drop deal to another stage.
1. Open Deals sections.
2. Choose Sales pipeline (if you have more than one).
3. Tap on Sales opportunity, drag it and drop it to another stage.
4. If you want to lose the deal - drag it and drop it to the top - red color field.
5. If you want to win the deal - drag it and drop it to the top - green color field.
2. Change the stage of the deal from the list view.
1. Open Deals section.
2. Select list view.
3. Select the stage by clicking on the bubble indicating the wanted stage.
4. If you want to win, loose, activate or postponed the deal- click on the last bubble in the line and select the wanted option from the drop-down menu.
3. Change the stage of the pipeline from the deal's card.
1. Open Deals module.
2. Choose Sales process (if you have more than one).
3. Press on on the sales opportunity's title.
4. Press edit.
5. Deal stage- select other stage.
6. Save.
