See exactly when a deal moved from one stage to another, either on the deal itself or across many deals at once.
On the Deal Profile
- Open the deal you want to review.
- Go to the Activity Feed tile.
- Filter by System.
- Read the list — stage changes appear with a timestamp.
Across Several Deals
- Go to Reports > Activity Report.
- Filter by the deals you want to review.
- In the Category column, filter for Deal.
- Read the Description column for the stage changes and the Written On column for when each one happened.
Use the Activity Report when you want stage history across a set of deals rather than one at a time — it's the quickest way to see where deals are getting stuck.
To see how long a deal has been sitting where it is right now, add the Days in Stage column — see Deal Intelligence Fields. To move a deal yourself, see Change a Deal's Stage.
Need help? Contact support at customercare@pipelinecrm.com.