How to Change the Status of a Transaction on Mobile

Manage your transactions while on the go

Move your deals through your pipeline as they progress.

Step 1: Select a transaction from your list to open the Transaction Details.
Step 2: Tap the Edit button in the top right.
Step 3: Tap the Stage dropdown and select the new status from the list.
Step 4: Tap Continue, then Save.
Tip: Transactions marked as "Closed" or "Cancelled" will automatically move to the Closed tab on your main screen.

Video Walkthrough

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