Advance a deal through your pipeline stages

A deal's stage is how you and your forecast know where it stands. Move it forward as the deal progresses — Discovery, Qualified, Proposal, Negotiation, Closed-Won, or Closed-Lost.

To change a deal's stage:
1. Open /opportunities. The default Kanban board has one column per stage.
2. Drag the deal's card from its current column into the new stage, or open the deal and pick the stage from the Stage control.
3. The pipeline header re-rolls the totals per stage and the weighted forecast (amount times probability) as soon as you move it.

When you mark a deal Closed-Won or Closed-Lost it leaves the open pipeline and stops counting toward your forecast. A Closed-Lost deal keeps its reason so you can learn from it later.