How to Change the Status of a Transaction on Web

Move deals through your pipeline efficiently using manual stage selection or simple drag-and-drop functionality.

• Manual Method: Open the transaction, click Edit, and select a new Stage from the dropdown menu.

• Drag-and-Drop Method: * While in Board View, click and hold a transaction card.

  • Move it horizontally to the desired column/stage.

• Automated Save: The platform automatically updates the transaction's status and total volume metrics for the involved columns once dropped.