Move a sales opportunity to another stage on mobile

What this lesson covers

Change a sample card’s stage from its menu and reload to verify that it appears in the destination stage.

Before you start

Select the correct card and pipeline. Match the destination stage with your team’s sales criteria.

Follow the walkthrough

Open the sample card’s stage menu.

Choose the qualified stage in the selector.

Reload the page and locate the card in its destination stage.

Check the result

Check the card identity and stage after reload. This scenario uses simulated data and responses.

Using this in your workspace

Moving a stage does not establish payment, invoicing or order delivery. Review the conversation and customer agreement before a real move.

About this video

Recorded in Kalahamoon 2.33.1 with Persian on-screen captions and background music, without narration. This scenario includes simulated data or responses; verify the outcome independently in your own account.