Can I change the stage of a pipeline from the mobile app?

Question

Can I change the stage of a pipeline from the mobile app?

Answer

Yes, you can update the stage of a pipeline in a Project or Opportunity from the Insightly mobile app.

  1. Open the Project or Opportunity. Tap the pencil icon in the upper right to edit.
  2. Scroll down to the Pipelines and Stages section. Tap the Stage.
  3. Tap a stage. Tap the checkmark in the upper right to save.
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