Finding the Sales Pipeline & Moving Through the Stages

Watch this instructional video to learn where to find the Sales Pipeline and how to move prospects through the different stages.

A Step-By-Step:
  1. 1
    Once your logged in to your Sales & Marketing Dashboard, click on the Deals tab on the left-hand menu.
  2. 2
    You will be taken directly to the Sales Pipeline.
  3. 3
    To move a contact, grab the box of the record you want to move and drag them with your mouse to the appropriate stage.