Move a deal to a new stage

As a deal progresses, move it to the stage that reflects where it stands in your sales process. The Deals Pipeline is organized into columns by stage.

Move a deal between stages

1. Open Deals to view the pipeline.
2. Drag the deal card from its current stage column into the stage you want.

You can also change the stage from the deal’s edit form by choosing a different Stage and saving.

What happens when you move a deal

• The stage change is recorded on the deal’s activity timeline, noting the previous and new stage.
• The deal’s Probability updates to match the new stage.
• If the new stage is named as won or lost, the matching notification is sent; otherwise a stage-changed notification goes out.

Tip: If stages are not yet set up for your organization, you will see a message that no deal stages are configured. An administrator can add stages so the pipeline columns appear.

See also: Deals overview and Edit a deal.