Update deal stages
In OnePageCRM, deals can be moved to another Deal stage from the Contact Page, Organization View, or Pipeline Page.
Contact/Organization page
While viewing the created deal on the Contact Page → select a Deal stage at the top of the Deal.
Pipeline page
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.
💡 The deal stage cannot be updated in bulk. However, on the Pipeline page, you can update deals quickly and easily.
💡 To configure the Deal stages, see here.