Move a deal across the pipeline

Why use this

You drag a deal across the pipeline and any stage-entry automation fires immediately.

Benefits:

• One-second update via drag and drop
• Triggers stage automations without a manual step
• Bulk-move several deals at once

Who this is for: Member. Time to complete: ~1 minute. You''ll need: An open deal.

Outcome

The deal moves to a new stage and any stage-entry automation fires.

Steps

1. Open /leads/pipeline.
2. Find the deal card.
3. Drag it to the target stage.
4. Confirm any prompted fields.

Variations

• Bulk-move several deals by multi-selecting before drag.

What can go wrong

• Card rejected: required fields are missing for the new stage; open the deal and fill them.

Related

• workflow-owner-move-deal, help-leads-pipeline.