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
Action icon – add task How does add task action work inside a deal card? You can add tasks to all of your deals to help keep you on track.Â
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