Topic: Pipeline
Move deals on the pipeline board
Drag a deal to its next stage, or use the Move to stage menu with a keyboard or screen reader.
Watch the video
What you will learn
- How the board is laid out
- How to drag a card
- What the saved message says
- How to move a deal without a mouse
Step by step
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Step 1: The board
Open Pipeline from the menu. Each column is a stage, and each card is a deal.
Step 1 screen, from the demo account. -
Step 2: Drag a card
Drag a card to another column to move the deal. The change saves right away.
Step 2 screen, from the demo account. -
Step 3: A clear message
A message tells you it worked, like Saved. Marcus Hale is now in Estimate visit. If a move is refused, the card goes back and the message says why.
Step 3 screen, from the demo account. -
Step 4: Use the menu
No mouse? Use the Move to stage menu on each card. It works with a keyboard and with a screen reader.
Step 4 screen, from the demo account.
Transcript
In this lesson, you will move deals from stage to stage on the pipeline board.
Open Pipeline from the menu. Each column is a stage, and each card is a deal.
Drag a card to another column to move the deal. The change saves right away.
A message tells you it worked, like Saved. Marcus Hale is now in Estimate visit. If a move is refused, the card goes back and the message says why.
No mouse? Use the Move to stage menu on each card. It works with a keyboard and with a screen reader.
Next, learn how to filter your leads by temperature.
Every screen here comes from a demo account. All of its people, phone numbers and email addresses are made up.