Copy/Move and Archive Cards from StageÂ
Description – Deal cards can be archived, moved, or copied from one stage to another. Benefit – Ease in managing the deal cards. Process-Â Navigate
InsuredMine is SOC 2
Type II Certified
Copy
Copy or Move Dealcards
In this article, you will learn: Copy Deal card to another pipeline stage Copy Deal card without the Events data Move a deal card to
