Moving a task through Pipeline stages, from the Pipeline
Natalie Notley
11 steps
43 seconds
Stubbenedge
Google
1
From the Dashboard in Flightdeck
2
Select ''CRM'' in navigation panel
3
Click "Pipelines"
4
Select the Pipeline that has the task(s) you want to manage
5
Select the Pipeline stage that has the task(s) you want to manage
6
Choose the task you want to manage
7
Click "EDIT"
8
Select the Pipeline stage you want the task to move to
9
Select the ''Next steps'' option you want to apply
10
Click "Apply"
11
Click "Done"
