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How To-Moving Deals Manually on a Mobile Device
How To-Moving Deals Manually on a Mobile Device

This article details how to manually move a customer's Deal Card on your Pipeline from specifically a mobile device.

Kennedy Smith avatar
Written by Kennedy Smith
Updated over a week ago

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1. Locate the Job you would like to move and click on the Purple name

Locate the Job you would like to move and click on the Purple name

2. Scroll Dwon

Scroll Dwon

3. Click on Current Stage

Click on Current Stage

4. Select the stage you would like to move the deal

Select the stage you would like to move the deal

5. Done

Done
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