How to Update Transaction Statuses
Monitor your transactions' progress with status changes
How to Update Transaction Statuses
Keep your pipeline moving and accurately track deal progress through manual updates and quick drag-and-drop actions.
Phase 1: Manual Status Updates
Precisely change the stage of any deal by accessing the internal transaction editor.
Select Transaction: Click on the specific transaction card from your dashboard to open the detail view.
Enable Editing: Click the Edit button at the bottom of the window to unlock the status fields.
Change Stage: Click the Stage dropdown menu and select the new category (e.g., Qualified or Under Contract).
Save Changes: Click Continue to finalize the update and refresh the transaction's position in your pipeline.
Phase 2: Drag-and-Drop Efficiency
Quickly reorganize your workflow without opening individual records.
Identify Deal: Hover your cursor over the transaction card you wish to move.
Execute Move: Click and hold the card, then drag it into the desired pipeline column.
Verify Update: Release the mouse to "drop" the transaction; a confirmation message will appear once the status is updated.