1. Navigate to the Sales Pipeline
2. Locate the Deal Card
3. Click on the Deal Card Name
4. Locate the Current Stage At the Top
5. Click on 'Move'
6. Select the New Stage From the Drop Down Box
In this example, we are moving the deal card to the Warm Leads stage.
7. Click on 'Next: Sequence Selection,' to Select the Drips Messaging Sequence
To edit drips sequences, click here for more information.
8. Click on the Messaging Sequence
In this example, we are using the default sequence, but any sequence can be selected.
9. Click on 'Save'
10. Click on 'Yes, update it!'
11. The Deal Card is Now in the Warm Leads Stage
If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.