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Moving a prospect to a different stage
Moving a prospect to a different stage

How to move a prospect from one stage to another

Meghann Quirante avatar
Written by Meghann Quirante
Updated over a week ago

Stage changes are an essential part of Digsy AI and it's super easy to do!

  1. From the dashboard

Moving a prospect from the dashboard is super simple and can be done by clicking the drop down menu underneath the stages section.

This will prompt the "Log Activity" window to pop up

From here you can choose the kind of activity you would like to log (Phone, Meeting, VM, Email, or NOtes), set a follow up date, and then log the activity.

2. Within the prospect's profile

You can do the same exact thing from within the prospect's profile by clicking on the orange drop down menu on the top right corner of the profile page.

Clicking on a stage from this drop down menu will open the same log activity window as shown above.


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