Table of Contents
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
- Click the View button
- Click the overflow menu in the upper right.
- Choose the option Update Stage.
- Select the new stage for your deal.
- Click the Submit button.