Skip to content
SEBcentral

CRM & Pipeline

Drag & Drop Between Stages

Drag cards to move deals, tasks and tickets between stages anywhere work is grouped by stage.

Anywhere work is grouped by stage you can drag a card to move it:

  • Deals — drag a deal between pipeline stages.
  • Project Board / List — drag a task between stages.
  • Asset Board — drag a ticket between stage columns (dropping into "Complete" logs the changelog).

Changes save immediately and the target highlights as you drag over it.