Advance a deal a stage
How-toAnyone1 min
In one sentenceClick Advance → on the deal's card or page, or drag it one column forward on Pipeline - the move lands in History and the deal's clock restarts.
Steps
- Find the deal on Today, on its own page, or on Pipeline.
- Click Advance → and the next stage's name. On Today it is on the card; on the deal page, in the header; on Pipeline, in the card's menu - or drag the card one column to the right.
- Use the ⋮ tail for anywhere else. It lists every other stage under "Move to". One step forward is an advance; anything else is a move.
- Confirm if the next stage is the won stage. Headway asks before it closes the deal.
- Read the toast - "deal → stage · ledger updated".
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