There are several places you can move your deals from.
Below we explain from where and how you can choose to progress your deal to the next stage or workflow.
Move Deal - Method 1
Workflow and Stage
You can quickly move a deal from Workflow Board View.
To move a deal to another workflow and/or stage, click on three dots on the deal card and select 'Move to different workflow' from a dropdown.
Deals can only be moved into the same workflow type.
E.g. from Home Loans to Home Loans, from Asset Finance to Asset Finance.
There is no option to move a deal from Home Loans to Asset Finance workflow type and vice versa. Instead, you can duplicate the deal from Home Loan to Asset Finance workflows or other.
Then in the popup window, select the workflow and/or stage from the dropdown menus and lastly click the "Save" button to confirm the move. Deal will appear in the selected workflow/stage.
Move Deal - Method 2
Workflow and Stage
Alternatively, click on the deal card to enter your deal and then click on 'Edit' button (pen icon).
Next, repeat the steps from Method 1.
Move Stage - Method 1
If you working in a deal and want to quickly move it between stages under the same (current) workflow you can do it in the following way:
Go to ‘Deal View’ and click the desired stage from the top progress bar (green/gray bar). Click "Yes" to confirm the action.
Do note that if the next selected stage you are moving the deal to has any automations set up, this action will automatically send those out, without asking for confirmation.
Move Stage - Method 2
If you wish to have control over which automated messages are sent to clients by moving deals through stages, this method is the way to go.
To have the automation confirmation come up, please make sure you have 'Dialogs and automation' option activated in your Settings > My Personalization tab.
Open your Workflow board view, click on deal card and use drag & drop option in order to move your deal manually through stages.
If there is no switch for clients in the automation confirmation popup window but you do have automated messages setup for the stage your moving the deal to, kindly check if the clients have their "Updates and reminders" activated for their Communications options.