Clicking and Drag it
1. Click On "Jobs Pipeline"
2. This Is The Deal Card We Will Move To Another Stage
3. Click And Drag The Deal Card To The Desired Stage
4. When You Drag The Deal Card To Another Stage, This Window Will Open.
Here You Can Confirm The Drip Sequence, Choose Yes Or No To Disable Drips, And Then Click Save To Apply The Changes.
5. And Now We Can See The Deal Card Moved Into The Project In Progress Stage
From the Command Center
1. Click On "Jobs Pipeline"
You Can Move The Job From The Jobs Pipeline
2. Click On The Deal Card You Want To Open
3. Click on "Move"
4. Click On "Project In Progress"
5. Click On "Next: Sequence Selection"
6. Here You Can Choose Whether To Enable Or Disable The Drips By Selecting "Yes2 Or "No"
7. And Click On "Save"
8. Click On "Yes, update it!"
9. Click On "OK"
10. And Now We Can See The Deal Card Moved Into The Project In Progress Stage
From the Deal Card
1. Click On "Jobs Pipeline"
2. Click On The Three Dots Of The Deal Card You Want To Move
3. Click On Advantage Stage
4. From This Option, The Deal Will Be Moved To The Next Stage In Sequence
You Can Also Choose Yes Or No To Disable Drips, And Finally Click On "Move"
5. Now We Can See The Deal Card In The Pending Payment Stage, Which Was The Next Stage
6. Again Click On The Three Dots Of The Deal Card You Want To Move
7. Click On Advance Stage Again
8. Here We Can See That The Deal Will Move To The "Project In Progress" Stage
Again, We Can Choose Yes Or No For The Drips, And Then Click On "Move".
9. Finally, We Can See The Deal Card Now In The "Project In Progress" Stage
