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How to Transfer an Opportunity Card to Another Opportunity Column | SURPLUS SYSTEMS

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How to Transfer an Opportunity Card to Another Opportunity Column

Learn the simple and efficient steps to transfer an opportunity card from one column to another within your CRM dashboard.

1. Begin by selecting 'Deals' from the navigation menu to access 'Opportunities'.

1 To start, click on the element.

2. This is an example of opportunity card. To transfer, simply drag and drop the opportunity card to the correct opportunity column.

2 Click on "Heliodoro Gutierrez".

3. You successfully adjusted the opportunity card!

3 Next, click here.

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