How to manually move Deals through the Pipeline in the web app
Learn how to manually update a Deal's Pipeline stage in just a few simple steps.
Step 1: Go to ‘CRM’
Click ‘CRM’ in the left-hand panel.
Make sure you are in the ‘Deals’ section.
Step 2: Click the ellipsis button
Click the three dots next to your deal or project name.
Step 3: Change the status
Click ‘Change status’, then select the status you want to move your project or deal to.
Alternatively, drag and drop the project card directly into the new column.
FAQs about how to manually move Deals through the Pipeline in the web app
Q: Why is it important to manually update my pipeline?
A: Updating your pipeline keeps your sales and project tracking accurate. It ensures you always know exactly which stage a customer is in—whether they are a new lead, an active project, or a completed deal—so no opportunities slip through the cracks.
Q: Will moving a customer to a new status notify them?
A: No. Moving a customer or project card to a different column in your pipeline is for your internal tracking only. Your customers will not receive any notifications when you update their status.
Q: Is there a limit to how many deals or customers I can have in my pipeline?
No. You can add and manage as many projects as your business requires. The pipeline will scale to show all of your active and pending deals.
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