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Move an opportunity through the pipeline

Drag a card to the next stage, or use the stage buttons on the opportunity, so the pipeline always shows where each deal stands.

CRM 5 steps 1:01 video CRM - User (Own Documents) or Manager
Where to find it CRMPipeline

Steps

  1. Open CRM. Each column of the board is a stage. New deals start in New.
  2. Drag the card to the next column when the deal moves forward. The totals at the top of each column update at once.
  3. Or click the card to open the opportunity.
  4. The bar under the title shows the stage the deal is in. Click the button on the right (for example Move to Proposition) to go forward. The button on the left (for example ← Qualified) takes it back one stage.
  5. Click Pipeline in the breadcrumb at the top. The card now sits in its new column.

Tip

Hover over a card to see Won, Lost and Quotation buttons without opening it.

Note

The last column, Won, is special: moving a card there marks the deal as won. You can rename the stages and choose which one counts as won under CRM > Configuration > Pipeline Stages.

What happens next

When the customer decides, mark the opportunity won or lost.

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