How do I move a deal between Pipeline stages?

Drag a card

1. Click Pipeline in the sidebar.
2. Drag the card onto the column you want. An empty column shows Drop leads here.
3. Let go. The card moves and the count next to each column name updates.

Dragging a card back to Working keeps it on the board, even if you never added it with + Add To Pipeline.

Use the status pills

1. Click the card to open the lead panel. You can also open the lead from your search results.
2. At the top of the panel, click the pill for the stage you want. The dark pill is the stage the lead is in now.

New in the lead panel is the same stage as the Working column on the board.

Add a search result without changing its stage

Open a lead from your search results and click + Add To Pipeline next to the status pills. The lead joins the Working column, its status stays New, and the button changes to ✓ In Pipeline. The button only shows while the lead's status is New, because a lead at any other stage is already on the board.

Good to know

• Every move adds a line such as Moved to Replied to the lead's Outreach Activity. Adding a lead adds Added to Pipeline.
• Clicking the New pill on a lead that reached the board without being added (for example through a logged call) takes it off the board. Click + Add To Pipeline to bring it back. Dragging a card to Working never has this effect.
• There is no button to take a deal off the board. Move deals that went nowhere to Lost.
• Moving a deal to Won yourself opens up the Fulfillment Bridge on the lead, and counts as a win on the Dashboard's Win Wire, which never shows your agency or the business.
• Alert emails, such as the ones sent when a prospect replies or is reading their audit, have a button (for example Open the Lead) that opens the Pipeline with that lead's panel already open.