FAQs in this section
What is Kanban View in Deals?
What actions can I perform on the Kanban View in Deals?
How can I access Kanban View in Deals?
What is a Sales Pipeline?
Can I create a sales pipeline?
When can I assign a sales pipeline to deals?
How can I change the pipeline of a deal?
What is a sales stage?
Can I see the deal amount in Kanban View?
Can I close a deal in the Kanban View?
Why can't I see the Kanban View icon?
Why can't I assign sales stages?
Why can't I drag-drop deals in Kanban View?
What is Deal Cards?
What information do deal cards show?
How can I make a field appear on the deal card?
Which actions can I perform on the deal card?
How do I get rid of empty columns in Kanban View?
How can I filter the deals based on pipelines?

How can I change a deal's sales stage?

In the Kanban View, you can move a deal from one sales stage to another with a drag-and-drop action. 
Follow these steps to change a deal’s sales stage from the Kanban View:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Click Deals. You will land on the Kanban View.
  5. Hold and drag a deal towards a sales stage. 
  6. Drop the deal on the stage that you wish.
The deal will now be updated with the new sales stage.
To know more about Kanban View in Deals, click here.
 
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