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API v1.0.0
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API v1.0.0
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Create Deals And Accounts Using Leads
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Home
User Guide
Developer Guide
Developer Guide
API v1.0.0
Home
User Guide
Developer Guide
Developer Guide
API v1.0.0
Deals
Copy Page
Multiple Deal Stages
Navigate Multiple Deal Stages To Close Deals
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Click here to watch
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This demo showcases how to navigate through multiple deal stages within the platform
Go to your-company-instance.hyegro.com
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1. Introduction
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You'll see how progressing through these stages helps move deals toward a successful close.
2. Select Stage Two
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Click the option labeled "2" to move the deal into the second stage, advancing its progress.
3. Select Stage Three
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Click the option labeled "3" to continue advancing the deal to the third stage in the pipeline.
4. Select Stage Four
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Click the option labeled "4" to further progress the deal into the fourth stage of the process.
5. Select Stage Five
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Click the option labeled "5" to move the deal into the final stage, preparing it for closure.
This demo illustrated how to advance deals through multiple stages, guiding them toward a closed-won status efficiently within the platform.
Modified at
2026-01-29 11:23:40
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