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DocsMoving Deals Between Stages
Use drag and drop on the Kanban board to advance opportunities through your pipeline stages
Advance Deals with a Simple Drag
The Kanban board supports full drag-and-drop functionality for moving opportunities between pipeline stages. Simply grab a deal card and drop it into a different stage column. The system automatically updates the deal's stage, adjusts the probability percentage, recalculates the weighted value, and updates all aggregate metrics in real time.
How to Move a Deal
Follow these steps to drag a deal card from one stage to another.
Hover over the deal card
Position your cursor over the opportunity card you want to move. The cursor changes to a grab icon indicating the card is draggable.
Click and hold to pick up the card
Press and hold the mouse button (or touch and hold on mobile). The card lifts visually to indicate it has been picked up, and the other cards shift to make room.
Drag to the target stage column
While holding, move the card horizontally to the desired stage column. The target column highlights to confirm where the card will be dropped.
Release to drop the card
Let go of the mouse button to drop the card into the new stage. The deal is saved immediately — there is no need to click a separate save button.
What Happens Automatically
Several fields and metrics update instantly when you move a deal between stages.
Stage Update
The opportunity's stage field updates to match the column it was dropped into. This change is reflected everywhere the opportunity appears, including the list view and detail page.
Probability Adjustment
The probability percentage updates to the new stage's default value. For example, moving a deal from Discovery (10%) to Qualification (25%) automatically sets the probability to 25%.
Weighted Value Recalculation
The weighted value recalculates immediately using the new probability. A $100,000 deal moved from Discovery (10%) to Proposal (50%) changes its weighted value from $10,000 to $50,000.
Column Metrics
Both the source and destination columns update their deal count, total value, and weighted value to reflect the move.
Board Summary
The board footer summary recalculates the weighted pipeline and average deal size to account for the updated probability.
Change History
A change history entry is recorded on the opportunity, capturing the stage transition, timestamp, and the user who made the change.
Moving to Closed Won or Closed Lost
What happens when a deal reaches a terminal stage.
Closed Won
Dropping a deal into Closed Won sets its probability to 100%. The deal's weighted value becomes equal to its full amount. A Create Project action becomes available on the opportunity detail page, allowing you to convert the won deal into a delivery project.
Closed Lost
Dropping a deal into Closed Lost sets its probability to 0%. The deal no longer contributes to the weighted pipeline total. The opportunity remains in the system for historical reporting and can be reopened by dragging it back to an open stage.
Best Practices
Get the most out of drag-and-drop pipeline management.
Update the Next Step after moving
After advancing a deal to a new stage, click into the opportunity and update the Next Step field. This keeps your team aligned on what needs to happen before the deal can move to the next stage.
Log an activity with stage changes
Pair each stage advancement with a logged activity (call, meeting, or note) that explains why the deal is progressing. This builds a complete history and prevents deals from moving forward without evidence of customer engagement.
Use pipeline reviews for bulk updates
Schedule regular pipeline review sessions where you walk through the board stage by stage. Drag deals forward or backward as appropriate, and move stale deals to Closed Lost to keep the pipeline accurate.