To move all deals from one stage to another in the pipeline in Taskip, follow these steps:
1. Open the Stage Options #
- In the Sales Pipeline, locate the stage from which you want to move all the deals. For example, you may want to move deals from the Prospecting stage.
- Hover over the stage name, and click on the three dots (•••) that appear at the top-right corner of the stage.
2. Select “Move All Cards To…” #
- From the dropdown menu, click on the option Move all cards to….
3. Choose the Destination Stage #
- A list of available stages will appear. Select the stage to which you want to move the deals (e.g., Qualification, Proposal/Quotation, Negotiation/Review, Closed/Won, or Closed/Lost).
4. Confirm the Move #
- All the deals from the selected stage will be moved to the new stage.
Insight: #
This feature allows you to quickly reassign multiple deals across different stages in the pipeline, making it easier to manage large sets of deals as they progress through different stages of the sales process. It helps in keeping the pipeline organized without needing to move each deal manually.
