How to Change Opportunity’s CRM Status?
Go to the Service menu and under the PureCRM tab open PureCRM View
First, select the pipeline under which you want to manage an opportunity.
Double-click on the opportunity card to open the details.
Click on the status drop-down and select the new status for the opportunity.
After selecting a new status click on the Save button.
The opportunity status has been successfully changed.
OR
Click on the opportunity and hold, now that the opportunity is selected drag the card and drop it on the new status.
Click on the Yes button to change the status of the opportunity.
The opportunity status has been successfully changed.
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