Mobile AppTransactions & Deals
How to Add and Manage Stages on Mobile
Curate your pipeline stage on mobile
How to Add and Manage Stages on Mobile
Tailor your pipeline to fit your specific business workflow.
Step 1: On the Transactions screen, tap the three-dot menu (⋮) next to the plus icon.
Step 2: Select Add Stage to create a brand new category.
Step 3: Select Edit Stages to manage existing ones.
To Reorder: Press and hold the handles (≡) on the left to drag stages up or down.
To Rename: Tap the name of the stage to type a new one.
To Delete: Tap the Trash icon (only available for stages with 0 deals).