Change the status in the Pipeview

125 views December 1, 2016 March 24, 2017 InStream 0

To change the status of the relation in the Pipe View you can use the “drag and drop” method.

Step 1: Open Leads/ OpportunitiesĀ tab

Open the Leads or Opportunities tab and switch to the Pipe View by clicking on the “Pipe” icon on the top bar. Next, move your relations using the “drag and drop” method between the columns.


Change the status of the relation

Notice: if you want to add new statuses you can do it on the Grid View.

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