Copy/Move and Archive Cards from Stage
Description – Deal cards can be archived, moved, or copied from one stage to another. Benefit – Ease in managing the deal cards. Process- Navigate
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Move
Copy or Move Dealcards
In this article, you will learn: Copy Deal card to another pipeline stage Copy Deal card without the Events data Move a deal card to
Move a deal from Shared to personal Pipeline
How to move a deal from your shared Pipeline to your personal Pipeline? 1. Go to dealcard you want to move. 2. Click on 3
