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:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Click Deals. You will land on the Kanban View.
- Hold and drag a deal towards a sales stage.
- 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