Moving a task through pipeline stages, from tasks
Natalie Notley
9 steps
32 seconds
Stubbenedge
Google
1
From Dashboard
2
Click "CRM" in navigation panel
3
Click "Tasks"
4
Choose the task you want to progress through pipeline
5
Click "EDIT"
6
Choose the pipeline stage you want the task to move to
7
Choose the relevant ''Next steps'' option.
8
Click "Apply"
9
Click "Done"
