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Mobile: How to Change the Deal Stage

In this article, you will learn how to change the deal stage from a mobile device.

David Arteaga avatar
Written by David Arteaga
Updated this week

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1. Click on the Deal Name

Click on the Deal Name

2. Click on 'Move'

Click on 'Move'

3. Click over the Current Stage


4. Select the One You'd Like to Move the Deal to

Select the One You'd Like to Move the Deal to

5. Click on 'Next: Sequence Selection'

Click on 'Next: Sequence Selection'

6. Click on Yes, update it!

Click on Yes, update it!

7. Click on OK

Click on OK

8. See the New Stage Being Reflected on the Deal

See the New Stage Being Reflected on the Deal

9. Click on 'Close'

Click on 'Close'

10. Click on the Selected Stage

Click on the Selected Stage

11. See the Deal Appearing There Now

See the Deal Appearing There Now


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If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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