Move deals on the kanban board
Drag cards between stages with a mouse, or long-press on touch screens.
The Deals page opens as a board with one column per stage: Leads, Discovery, Demo and Won. Each card shows the deal title, company, value and owner.
With a mouse
- Press and hold a card, then drag it over another column.
- The target column highlights as soon as the card is over it.
- Release to drop. The column totals update immediately.
On a touch screen
Touch and hold a card for about half a second until it lifts, then drag. A quick swipe scrolls the page as usual, so you will never move a deal by accident while scrolling.
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