3Dolphins
Anywhere ID
5.2 EN5.2 ID5.1 EN5.1 IDAnywhere ENAnywhere IDArchived
Anywhere ID
5.2 EN5.2 ID5.1 EN5.1 IDAnywhere ENAnywhere IDArchived
  • Get Started
  • Langkah-Langkah Menggunakan 3Dolphins Anywhere
  • Task
    • Task
      • Task Feature
      • Create Task
      • Edit Task
      • Detail Task Feature
      • Add Task Based on Related Ticket
    • Task Notification
  • Ticket
    • Reply Ticket
    • Transfer Ticket
    • Escalated Ticket
    • Reassign Ticket
    • Takeover Ticket
    • Closed Ticket
    • Search Ticket
    • Agent Performance
    • Ticket Notification
    • Page Listing
  • Priority
    • Priority Ticket
  • Analytic
    • Analytic
  • Team
    • Team Chat
      • Send Message
      • Send File
    • 3Dolphins Meet
  • Account
    • Account
    • Accessibility
    • Info
    • Logout
  • Sales
    • Deal
      • Create New Deal
      • Detail Deal
      • Add Product on Deal
      • Note on Timeline Tab
      • Transfer Deal to Other Pipeline
      • Close Deal to Won or Lost Deal
      • Filter and Search Deal
      • Delete Deal
    • Contact
      • Create New Contact
      • Edit Contact
    • Company
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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