Move a Transaction Card

Move a Transaction Card

When your transaction is ready to move to the next stage in the sales pipeline, you will use the Stage Progress Bar at the top of the Transaction Details Page to move the card. 

To move the card:

1. Click on the next stage you would like to move the transaction card to. (Note: it is not possible to skip stages, you will need to go in order)

2. Choose the appropriate date(s) for the stage you are moving to. 

3. Click 'Confirm'


And that's it! Your card has now moved to the next stage. 

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