How to move a deal through the pipeline

A pipeline holds the stages of a sale. A deal moves from one stage to the next as the sale progresses. The stages are Qualified, Proposal, Negotiation, Won, and Lost. This guide shows how to move a deal through the pipeline.

Move a deal on the board

The board shows one column for each stage.

1. In the admin menu, click FlyCRM, then click Deals.
2. Click the Board tab.
3. Drag a deal card from its column to another column. FlyCRM changes the stage of the deal.

Move a deal from the deal page

1. Open a deal from the board or the list.
2. Find the Stage field near the top of the deal page.
3. Select the new stage from the list.

FlyCRM saves the new stage. The probability changes to match the stage.