How To-Manually Moving a Deal Card to a Different Stage | DripJobs Help Center

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How To-Manually Moving a Deal Card to a Different Stage

How To-Manually Moving a Deal Card to a Different Stage

This article details how to move a Deal Card in your Pipelines to a different stage.

Written by Kennedy Smith

Updated over 4 months ago

1. Find the desired Deal Card you'd like to move in either your Sales or Jobs Pipelines

Find the desired Deal Card you'd like to move in either your Sales or Jobs Pipelines

2. Click on the purple Deal Name

Click on the purple Deal Name

3. In the 'Current Stage' field, select the desired new stage from the dropdown menu

In the 'Current Stage' field, select the desired new stage from the dropdown menu

4. And click on Save

And click on Save

5. That Deal Card has been moved successfully!

That Deal Card has been moved successfully!

6. An honorable mention: When moving the Deal Card from the In Draft/Proposal Sent stages, an Invoice will not be automatically generated.

You can generate an Invoice from the bottom right corner of the Proposal. For more info, please click here.

An honorable mention: When moving the Deal Card from the In Draft/Proposal Sent stages, an Invoice will not be automatically generated.