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Moving Opportunities Through your Sales Funnel
Moving Opportunities Through your Sales Funnel

How to move opportunities throughout your sales workflow stages

Ian Remington avatar
Written by Ian Remington
Updated over a week ago

1. Navigate to opportunity dashboard. In the top right hand corner, you may adjust the sales workflow.

2. Within the Sales dashboard, you may also drag and drop your opportunities throughout your workflow stages.

What's Next?

Need more tips and tricks on Crelate's CRM? Check out our full length webinar or a quick guide on the bascis:

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