Move a deal through your pipeline

Update each lead as it moves toward a sale.

Updated Oct 4, 2026

1. 1

   Open Opportunities from the left menu.

2. 2

   Choose your pipeline from the dropdown at the top.

3. 3

   Each column is a stage, such as New Lead or Proposal Sent.

4. 4

   Drag a card to the next stage.

5. 5

   Open a card to update its value or mark it Won or Lost, then select Save.