How can I move Opportunities to the next Sales Stage?

Last Revised:    Written by Veloxity CRM    Time Estimate: About 1 minute to read. Version 2.0

Step-by-step guide

Update the Sales Stage from the Opportunity Hub, Opportunity Records, and the Opportunity Kanban. 

Click a stage on the sales pipeline to update the opportunity to the selected stage:

GIF 1. Click a Sales Stage to Update the Sales Pipeline.


Additionally, on the Opportunity Kanban, you can also drag and drop opportunities to update the sales stage:

GIF 2. Drag and Drop Opportunity to Update the Sales Pipeline.