Moving Opportunities Through Pipeline Stages
Keep your sales pipeline accurate by moving deals to their current stage and updating their status.
For: Sales Teams and Owners
Time: 2 minutes
Instructions
1
Drag and Drop
The easiest way to update a stage is to click and hold an Opportunity card, then drag it to the correct column.
[SCREENSHOT NEEDED: Dragging a card between columns]
2
Update from the Contact Record
You can also change the stage from the Conversations inbox or the Contact record by looking at the "Opportunities" section in the right-hand column and changing the Stage dropdown.
3
Marking Won, Lost, or Abandoned
To close a deal, drag the card down toward the bottom of the screen. Three zones will appear: Won, Lost, and Abandoned. Drop the card in the appropriate zone.
[SCREENSHOT NEEDED: Won/Lost/Abandoned drop zones at bottom of screen]
What Success Looks Like
- The card appears in the new column.
- The dashboard reporting updates based on Won/Lost status.
Common Mistakes
- × Leaving dead deals in active stages, which ruins your pipeline reporting accuracy.
Last updated: 10/1/2026