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How do I Change the Stage of my Active Project in the Pipeline?

Disclaimer: FlipperForce does not provide tax, legal, or accounting advice. This report and FAQ are for informational purposes only and should not be soley relied upon for tax compliance. Because IRS rules are complex and subject to change, we strongly recommend consulting with a qualified tax professional or accountant before making business decisions or filing returns.

You have 2 different options for changing the stage of a Project:

  • Easy drag-and-drop on the Project Pipelines
  • Change the Stage on the Project Overview page

Easily Drag and Drop

The easiest way to change the Stage of your project is to simply drag-and-drop the project on the project pipeline view to which ever Stage you want. To drag-and-drop, simply select and hold-down your cursor on your mouse and move the project to the Stage column.

Untitled Project

Change the Stage on the Property Overview page

The other option is to change the stage directly from the Property Overview page.

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