Moving Deals Through Pipeline Stages

The point of a pipeline is movement. Here is how to advance deals through stages, manually and automatically.

Moving an Opportunity Manually

Drag and Drop (Kanban view): Grab an opportunity card and drag it to the next stage column.

From the Opportunity Detail: Click the card to open it, change the Stage dropdown, and save.

Moving Deals Automatically with Automations

Automations can move deals between stages so you don't have to:

• Contact signs a proposal — move to "Proposal Accepted"
• Appointment completed — move to "Service Delivered"
• Payment received — mark as "Won" and start onboarding automation
• No contact for 14 days — move to "Stalled" and notify the assigned user

Use the Update Opportunity Stage action in an Automation.

Marking Deals as Won or Lost

1. Open the opportunity.
2. Click the Status dropdown and select Won, Lost, or Abandoned.
3. Optionally add a reason for lost deals.

Won and Lost deals leave the active board but remain in your reporting.

Finding Stalled Deals

• Filter the Opportunities board by Last Activity to surface deals with no recent updates.
• Build an Automation that notifies the deal owner when an opportunity hasn't changed stages in 7+ days.

Pipeline Reporting

1. Go to Reporting > Opportunities.
2. View: total open pipeline value, deals per stage, win rate, average time per stage, and revenue closed in a date range.

This shows where deals stall, who is closing most, and where to focus.