CRM - Change Funnel/Stage Directly on the Opportunity Card

See how to change the Funnel/Stage Opportunity directly on the card, without the need for automations or switching to queue mode. This makes the flow more agile and improves the user experience.

Follow the steps below:

• Go to the CRM via “Find Services”. Or just type the name, and the function appears.

• Enter an Opportunity card by clicking on the title;

• Click the gear icon ⚙️ and select the "Move to another funnel" option.

CONCLUSION:

By using this feature in Sprinthub, you gain more agility and flexibility in managing opportunities. The ability to easily move an opportunity between funnels and stages directly from the card eliminates the need for complex automations or queue mode, making the workflow more dynamic and intuitive. This results in a more efficient experience for the user, allowing better organization and faster decision-making.