How do I move an enquiry from one stage to another?
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Last updated
Last updated
To move an enquiry from one stage to another in Brexa, simply open the enquiry's profile and use the stage dropdown menu to update its status. This could be moving it from "Open" to "In Progress" or from "In Progress" to "Won" or "Lost" based on the outcome. Moving an enquiry through the stages helps you track its journey and ensures that team members are updated on the current status of each lead.
