The SalesSeek UI is probably the best in the whole CRM world. I get excited just thinking about it.

To update a deal from one phase to the next there are two ways you can do this.

Dragging it from one and dropping it into the other.

This will then be reflected in the activity feed and on the record itself. 

Ooooooooooooooo 😮

Manually updating phases within a record

To update a record without using the funnel:

View a deal record and click the 'pen & box' icon next to the phase description.

Select what phase you would like a deal to move to from the list. 

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