Last Revised: 03 Sep 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
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.