Move a deal through the pipeline

Update a deal's stage as the conversation progresses.

Move a deal forward through your pipeline stages as your conversations with prospects evolve. Updating the stage keeps your forecast accurate and ensures won deals flow directly into your revenue reports.

1

Open the deal you want to move.

Open the deal you want to update.

This opens the deal details where you can track all activity and make updates.

2

Change the Stage — probability and forecasts update automatically.

Change the stage — probability and forecasts update automatically.

The system recalculates your pipeline probability and forecast instantly based on the new stage.

3

Click Update deal — Won deals roll into your revenue reports at once.

Click Update deal — Won deals roll into your revenue reports instantly.

 

Won deals are automatically included in your revenue reports, so your forecast stays current without manual work.

 

What's next

With your deal moved forward, check your pipeline forecast to see how the stage change affects your revenue outlook. You can also set up automations to move deals based on activity, so your pipeline updates without manual effort.

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