Mobile AppTransactions & Deals
How to Add and Manage Stages on Mobile
Curate your pipeline stage on mobile
Tailor your pipeline to fit your specific business workflow.
- Step 1: On the Transactions screen, tap the three-dot menu (⋮) next to the plus icon.
- Step 2: Select Add Stage to create a brand new category.
- Step 3: Select Edit Stages to manage existing ones.
- To Reorder: Press and hold the handles (≡) on the left to drag stages up or down.
- To Rename: Tap the name of the stage to type a new one.
- To Delete: Tap the Trash icon (only available for stages with 0 deals).