Web AppTransactions & Deals
How to Change the Status of a Transaction on Web
Move your transaction along your pipeline with ease
Move deals through your pipeline efficiently using manual stage selection or simple drag-and-drop functionality.
- Manual Method: Open the transaction, click Edit, and select a new Stage from the dropdown menu.
- Drag-and-Drop Method: * While in Board View, click and hold a transaction card.
- Move it horizontally to the desired column/stage.
- Automated Save: The platform automatically updates the transaction's status and total volume metrics for the involved columns once dropped.