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How to update the stage of the project

Update the status of a project as it goes through your sales cycle

Written by Jana
  1. Log in to your account

  2. From the menu, choose Projects

  3. If you are viewing projects in Kanban View

  4. Hover over the project you wish to move (a hand sign will appear) and drag it over to its new status

  5. If you are viewing projects in Table View

  6. Click the 3 dots icon to the right

  7. Choose Change Stage

  8. Select the new stage

  9. The change is automatically saved

From the Project View (when you are in a project)

  • On the top right of the screen, next to the Action + button, choose the drop down and update the status to the desired status.

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