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Change a deal stage in Slack

Nick Cron Updated by Nick Cron

Use Deals+ to update a deal stage in the pipeline without switching context.

What to Know

  • The app must be added to the channel to use this feature
  • Deals stages are dynamic and based on your pipelines configuration

Change deal stage in Slack

  1. Click the View button
  2. Click the overflow menu in the upper right.
  1. Choose the option Update Stage.
  2. Select the new stage for your deal.
  3. Click the Submit button.

How did we do?

Get Status of a Deal or Organization Linked to Channel

Share a deal, organization or contact in Slack

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