Update deal stages

In OnePageCRM, deals can be moved to another Deal stage from the Contact Page, Organization View, or Pipeline Page.

While viewing the created deal on the Contact Page → select a Deal stage at the top of the Deal.

Move deal to another Deal stage

On the Pipeline page, you can drag-and-drop deals between stages. For more details, see here.

In order to move a Deal to a Delivery Pipeline, it first needs to be marked as Won.

Notes:

You cannot bulk update deal stages (pending lost or won); however, if you go to the Pipeline page, it will allow you to update deals quickly.
To configure the Deal stages, see here.