Update opportunity stages as deals progress from lead to won or lost. Keep your pipeline accurate and use tasks for follow-up at each step.
Introduction
Why pipeline stages matter
The Pipeline shows your opportunities by stage—Lead, Qualified, Proposal, Negotiation, Won, Lost, or whatever stages your business uses. Moving a deal to the right stage keeps your forecast accurate and helps the team see what needs attention.
When you move a deal through stages (and eventually to Won or Lost), you're keeping the CRM in sync with reality. Combine that with Tasks for follow-up at each step so nothing stalls. See Your First Deal for creating an opportunity; this guide focuses on moving it through the pipeline.
How to move a deal (Pipeline view)
Drag and drop
- Open the Pipeline module. You see columns (or lanes) for each stage and cards for each opportunity.
- Find the deal you want to move.
- Drag the card to the column for the new stage (e.g. from "Lead" to "Qualified") and drop it. The deal's stage updates and the card appears in the new column.
- If the app asks for confirmation or extra fields (e.g. close date when moving to Won), fill them in and save.
When to move
- Lead → Qualified when you've confirmed interest and fit.
- Qualified → Proposal when you've sent a proposal or quote.
- Proposal → Negotiation when you're in back-and-forth.
- Negotiation → Won when the customer has agreed and you've closed; Negotiation → Lost when the deal is no longer active.
- Move to Won or Lost as soon as you know the outcome so your pipeline and reports are accurate.
How to move a deal (Opportunity detail)
From the opportunity form
- Open the Opportunities module and open the opportunity (deal) you want to update.
- Find the Stage (or Pipeline stage) field. It may be a dropdown or a set of options.
- Select the new stage (e.g. "Proposal", "Won", "Lost") and save. The deal moves to that stage and will appear in the corresponding column in the Pipeline view.
Updating value or close date
When you move to Won or Lost, you may be able to set a close date and final value. Fill these in so reporting and history are correct.
Using tasks at each stage
One task per next step
When you move a deal to a new stage, create a Task for the next concrete action (e.g. "Send proposal by Friday", "Call back Tuesday"). Link the task to the opportunity and set a due date and assignee. That way the deal doesn't sit in a stage with no follow-up.
Complete tasks when you move
When you've done the follow-up (e.g. sent the proposal), complete the task and then move the deal to the next stage. That keeps the pipeline and your task list in sync. See How to Use Tasks with Your Pipeline.
Best practices
Move to Won or Lost as soon as you know
Don't leave closed deals in "Negotiation" or "Proposal". Moving them to Won or Lost keeps your pipeline and forecasts accurate.
Use consistent stage names
Your business administrator usually defines pipeline stages. Use them consistently so everyone understands what each stage means and reports are meaningful.
Link every deal to a contact or company
So you have full context and history. When you open the Individual or Organization, you see all their opportunities and outcomes.
Frequently asked questions
Can I add or rename stages?
Pipeline stages are typically configured by your business administrator. If you need different stages (e.g. "Discovery", "Contract sent"), ask them to update the pipeline setup.
What if I moved a deal by mistake?
Open the opportunity and change the Stage field back to the previous stage (or the correct one), then save. The deal will reappear in the right column.
Why don't I see the Pipeline or Opportunities?
The Pipeline and Opportunities modules must be enabled for your business. If they're enabled but you still don't see them, see Can't See Opportunity or Pipeline.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
Move deals through pipeline stages by dragging cards in the Pipeline view or by updating the Stage field on the opportunity. Use tasks for follow-up at each step and move to Won or Lost when the outcome is clear. For more see Your First Deal, How to Use Tasks with Your Pipeline, and the Pipeline and Opportunities guides.