Move Pursuits to a New Stage
While inside a pipeline, you have the flexibility to move pursuits to different stages within your pipeline.
Contents
Click and Drag
- 1
- Click on the pursuit you wish to move within its white space.
- 2
- Drag it to the desired new stage.
Selecting the Stage
- 1
- Click the ellipses button located on the upper right of your chosen pursuit.
- 2
- A pop-up will appear displaying various actions.
- 3
- Under Change Pursuit Status, select the stage you want the pursuit to be moved to.
