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Changing an Opportunity's stage

Changing an Opportunity's stage

How to move an Opportunity to a later deal stage
Gillian Hood avatar
Written by Gillian Hood. Updated over a week ago

1. From the Opportunities tab, click the [edit] link in the top right corner of the Opportunity card.

From the Opportunities tab, click the [edit] link in the top right corner of the Opportunity card.

2. Click the dropdown menu under Status.

Click the dropdown menu under Status.

3. Select the new Opportunity stage from the dropdown list.

Select the new Opportunity stage from the dropdown list.

4. Click the UPDATE button at the bottom of the Opportunity popup.

Click the UPDATE button at the bottom of the Opportunity popup.

5. Your Opportunity will now appear under the new deal stage.

Your Opportunity will now appear under the new status.
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