How To Change Stages In Pipedrive

How To Change Stages In Pipedrive

  1. Log In: Access your Pipedrive account.
  2. Select a Deal: Navigate to the deal you want to change.
  3. Open Deal View: Click on the deal to open its detailed view.
  4. Find Stage Dropdown: Locate the stage dropdown menu in the deal view.
  5. Choose New Stage: Click the dropdown and select the new stage for the deal.
  6. Save Changes: Confirm the change to update the deal's stage.
  7. Check Pipeline: Go back to your pipeline to see the updated stage.