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How to Move a Deal Through Stages in Agile CRM
How to Move a Deal Through Stages in Agile CRM
Updated on:
November 17, 2025
Here’s how to move a deal through stages in Agile CRM easily:
Click the menu bar in the top-left corner.
Go to
Deals
from the main menu.
Drag and drop the deal to the desired stage.
The deal will automatically update to the new stage.
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