By clicking on the “>>” symbol in the line of a project or by selecting several projects in the overview, one or more projects can be moved simultaneously to a phase other than the next phase (click on “>”), or even to a phase of another existing sales process. In this case, the phase change box is opened:
Here you can:
- Move sales projects to any phase by selecting the respective phase and confirming with OK.
- Create comments on the phase change and these will then appear in the customer details in the history together with the phase change.
- Change the consultant for the selected project(s).
- Move the selected project(s) to another existing sales process.
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