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
Home » Move
Description – Deal cards can be archived, moved, or copied from one stage to another. Benefit – Ease in managing the deal cards. Process- Navigate
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
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
support@insuredmine.com (available 24/7)
+1 469 616 1821 (Business hours 9 AM – 5 PM)
200 Chisholm Pl, Suite 103, Plano, TX 75075