Deals move through your sales process Stage by Stage. Preferably, the more you communicate with a Prospect, the closer the Deal will come to being Won. We created some basic Pipeline Stages for you, but you can change these to fit your sales process. At this point, please move a Deal from one Stage to another to see how easy it is to track your Sales Process in Productive.
Go to your Sales Pipeline.
Grab your sales Deal and drag it to the next stage in your sales process.