How do I manage deals’ progress through a pipeline?

You can move deals between stages or altogether remove them from a pipeline.

Moving deals between stages

There are a few ways in which you can do this, depending on which pipeline view you’re using.

In stage view

You can drag-and-drop:

  • individual deals between stages
  • multiple deals between stages.Click on the deals you’d like to move and drag them to the target stage.  They stay selected, so you can undo the action. When you’re done moving the deals, click Deselect all. You can also click on individual deals if you’d like to deselect only specific ones.

To move deals from different stages to a specific stage, click on the deals to select them and click Move deals to stage. In a popup modal, choose the stage and click Move deals.

moving selected deals from different stages

 

In manage deals view, you can:

  • Hover over the Actions menu and select Move to stage. In a pop-up modal, select the stage. This method is good for moving individual deals.
  • Select multiple deals and click Move deals to stage. You can check individual boxes or use the box at the top to select all the displayed deals.

 

Deleting deals from a pipeline

There are a few of ways in which you can do it, depending on which pipeline view you’re using.

In stage view, hover the mouse pointer over the Actions menu. Select Delete, then confirm you’d like to remove the deal.

In manage deals view, you can:

  • Hover the mouse pointer over the Actions menu and select Delete. Then, confirm you’d like to remove the deal. This method is good for removing individual deals.

Select multiple deals and click Delete selected deals. You can check individual boxes or use the box at the top to select all the displayed deals.