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  • Langkah-Langkah Menggunakan 3Dolphins Anywhere
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  1. Sales
  2. Deal

Transfer Deal to Other Pipeline

PreviousNote on Timeline TabNextClose Deal to Won or Lost Deal

Last updated 3 years ago

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Untuk memindahkan deal ke pipeline lain, cukup buka Pipeline yang ingin Anda pindahkan, buka detail deal dan klik dropdown list pada field stage. Anda akan melihat opsi yang disebut button 'Transfered to Other Pipeline'.

Setelah anda klik button tersebut, aplikasi akan mengijinkan Anda untuk memilih pipeline dan stage baru yang Anda inginkan untuk memindahkan deal Anda.

Transfer to Other Pipeline
Choose Pipeline to Transfer