workflow · Sales & CRM
Move a deal in the pipeline
Drag stages.
2 min to completepipeline, dealUpdated 2026-05-26 · v2
Launch this workflow
Opens /leads/pipeline in your workspace
Why use this
You drag a deal to a new stage and optionally add a note documenting why.
Benefits:
- Drag and drop in two minutes
- Note logs the rationale
- Pipeline reflects reality immediately
Who this is for: Owner, Member. Time to complete: ~2 minutes. You''ll need: A live deal.
Outcome
The deal moves stages.
Steps
- Open /leads/pipeline.
- Drag the card to the new stage.
- Optionally add a note.
Related
- help-leads-pipeline.