• The first step is to select the Deals module on the Dashboard

  • Select Pre Sales > Deals

  • The second step is to choose Deals Board

  • After you click / select the Deals Board with the following display

  • For how it works Drag data deals that we want to move

  • Example I drag data from already contact> Close Won

  • That way the data deals that previously had "Already Contact" status moved to "Close Won" with their contents also a Close Date

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