Can I change the stage of a pipeline from the mobile app?
Yes, you can update the stage of a pipeline in a Project or Opportunity from the Insightly mobile app.
- Open the Project or Opportunity. Tap the pencil icon in the upper right to edit.
- Scroll down to the Pipelines and Stages section. Tap the Stage.
- Tap a stage. Tap the checkmark in the upper right to save.