There are several ways you can change your Deal’s stage:

• First option:

1. Open Deals module

2. Choose Sales process (if you have more than one)

3. Tap on Sales opportunity drag it and drop it to other stage.

4. If you want to loose the deal- drag it and drop it to red color field.

5. If you want to win the deal- drag it and drop it to green color field.

• Second option:

1. Open Deals module.

2. Select list view.

3. Select the right stage from the bubble line under the deal title.

4. If you want to win, loose, activate or postponed the deal- click on last bubble on the line to see the drop-down menu.

• Third option.

1. Open Deals module.

2. Choose Sales process (if you have more than one).

3. Press on on the sales opportunity’s title.

4. Press edit.

5. Deal stage – select other stage.

6. Save.