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Changing an Opportunity's stage

How to move an Opportunity to a later deal stage

Written by Candice Connellan
Updated today

1. From the Opportunities tab, click the pencil icon [edit] at the top right corner of the Opportunity card.

2. Click the dropdown menu under Status.

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

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

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

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