Move a deal through your pipeline from the deal profile, a list view, or the Kanban board — one deal at a time or in bulk.
Before you start: Your stages are created and ordered by an admin. See Deal Stages to add, rename, or reorder them.
Change the Stage on One Deal
- From the deal profile: Click the Stage field and select the new stage.
- From a list view: Click the Stage field in the deal's row and select the new stage.
- On the Kanban board: Drag the deal card into the stage column you want. See Kanban Board for the rest of what the board can do.
Change the Stage on Several Deals at Once
- Go to Deals.
- Select the deals you want to move using the checkbox on each row.
- In the bulk actions bar, click More > Set pipeline/stage.
- Choose the pipeline and stage you want, then confirm.
Bulk changes can't be undone. Check your selection before you confirm.
Closing a Deal
Won and lost aren't separate settings — they're stages. Move the deal into your won or lost stage the same way you'd move it anywhere else.
Moving a deal into a won or lost stage sets its Actual Close Date automatically. Only admins can change that date afterwards — see Who Can Edit a Deal's Actual Close Date?
To see when a deal moved between stages and who moved it, see Track Deal Stage Changes in Pipeline CRM.
Need help? Contact support at customercare@pipelinecrm.com.