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How to Quickly Changes Sales Stage in the Deals Module (CRMv5)
How to Quickly Changes Sales Stage in the Deals Module (CRMv5)

This is how to quickly changes sales stage in Barantum CRMv5

Rudi avatar
Ditulis oleh Rudi
Diperbarui lebih dari satu minggu yang lalu
  • First: select the Deals module on the Dashboard

  • Select Pre Sales > Deals

  • Second: 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"

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