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Move a deal to another stage
The deal moves to the selected stage.
Before you start
- Access to Pipeline and the deal to view or update.
Step by step
Open the pipeline and find the card.
Drag and drop the card into the destination column.
Alternatively, open the card and choose a stage under Move to.
Check the new column and the deal history.
Check your result
The deal moves to the selected stage.
What you need to know
- Move to buttons appear in the details of open deals.