05
Move a deal across boards
One wrong move and a deal falls through. This prevents that.
1
Open the deal
Navigate to the deal you want to move.
2
⋯ menu → Move to board
Click the menu and select Move to board.
3
Pick destination
Choose the destination board and stage.
4
Confirm
Confirm the move.
5
Audit trail
Activity log captures the move with a timestamp.
Why It Matters
Research → Sales handoff is where deals die. Move them with one click and an audit trail; nothing falls through.