Move a lead through the pipeline
Change a lead's stage from their record, or by dragging it on the board.
- Admin
- Agent
- ⏱ 1 min
- Updated October 6, 2026
Know the stages
The pipeline has six stages: New, Contacted, Qualified, Negotiating and, once it closes, Won or Lost. The New, Active and Won/Lost views show each group.
Move to the next one
On the lead's record, the main button moves them to the next stage, for example from New to Contacted. The strip below shows which stage they're in.
Pick any stage
Tap the stage next to their name and, under Move to, pick any other, Won or Lost included. Marking a lead lost doesn't ask for a reason; if you want it on record, use the Notes.
Drag on the board
On a computer, in Leads, switch to Board. Drag the card to another column. From the keyboard, use the card's button and pick the stage under Move to.
Check the history
Every stage change is logged as a note in the activity on their record, so your team knows when it moved.