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How to Advance a Deal From the Deal Card?

In this article, you will learn how to advance a deal from the deal card.

David Arteaga avatar
Written by David Arteaga
Updated over a month ago


1. Click on the Deal Name

Click on 'Adam Saraw'

2. Click on 'Move'

Click on 'Move'

3. Click over 'To' and Select the Stage You Want the Deal to Be on

Click over 'To' and Select the Stage You Want the Deal to Be on

4. Click on 'Next: Sequence Selection'

Click on 'Next: Sequence Selection'

5. Decide Which Sequence the Deal Would Be Working From and If You'd Like the Drips to Be Enabled/Disabled

Decide Which Sequence the Deal Would Be Working From and If You'd Like the Drips to Be Enabled/Disabled

6. Click on 'Save'

Click on 'Save'

7. Click on 'Yes, update it!'

Click on 'Yes, update it!'

8. Click on 'OK'

Click on 'OK'

See the Stage Selected from the Command Center

Click on Adam Saraw…

10. See the Deal Updated to This Stage Selected

See the Deal Updated to This Stage Selected



Created with Tango.ai

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