Hi, how can we help you?
How to move stages in mobile app?
- Tap on the Deals screen.
- Select a deal or you can choose the deal at a specific stage by using the stage filter.
Tap on filter button > able to see pop-up screen (Choose Stage). - Choose the stage. (For example “New Lead”)
- Open a deal by tapping on the deal box and it will directly open to deal details screen.



5. Swipe left to move the stage.
