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