How to manage and move deals through stages

Once a deal is in your pipeline, managing it is straightforward — drag it across stages, update fields inline, log comments, and track every change in the activity log. This article covers everything you can do with a deal after it's created.

Moving deals between stages

On the Kanban board

Drag the deal card from one column to another. The move saves immediately. If the card visually snaps back, refresh the page — the save usually went through even if the UI didn't update.

In List view

Click the Stage cell in any deal's row and select the new stage from the dropdown. Useful when you need to move several deals at once without dragging.

Note: If you see an "invalid field" error when moving a deal, this is a known bug that can appear after an extension update. Refresh Chrome or clear the cache. If it persists across multiple deals, contact support@teamopipe.com — it's a developer-side issue.

Opening a deal and what you'll find

Click any deal card to open the detail panel. Everything about the deal lives here:

• Activity log — every stage change, field update, and note in chronological order. You can't delete entries; it's a permanent record.
• Comments — internal notes visible to your team. Use these for context, handoff notes, or anything that shouldn't go in an email.
• Tasks — follow-ups with due dates and assignees. See the Tasks article for the full guide.
• Custom fields — all fields configured for this pipeline (deal value, close date, tags, lead source, etc.).
• Linked contacts — the contact(s) associated with this deal. Click the arrow icon next to a contact to jump straight to the email thread in Gmail.

Editing deal fields

All fields on a deal are editable directly in the detail panel — click any field and type or select. Changes save automatically. In List view, fields are also editable inline: click a cell, make the change, click away.

Fields available by default include deal name, assignee, stage, description, and tags. Additional fields (deal value, close date, lead source, and any custom fields you've created) are configured in Settings → Data fields and made visible per pipeline in Settings → Pipelines.

Renaming a deal

Click the deal name at the top of the detail panel and type the new name. By default the name is pulled from the email subject line when you create a deal from an email — rename it to something meaningful as soon as the lead has a clear identity (e.g. "Acme Corp — Website Redesign").

Assigning a deal

Click the Assignee field and select a team member. Assignees receive notifications when the deal is updated (if notifications are enabled). On solo plans you'll only see yourself — assigning becomes useful when you add team members.

Adding comments

Comments are for internal team discussion — they don't go to the contact, they stay inside the deal. Click the Comments tab in the deal detail view, type your note, and hit send. Team members on the deal will be notified.

Good uses for comments: handoff notes when reassigning a deal, context after a phone call, decisions made outside email, anything the activity log wouldn't capture automatically.

Moving a deal to a different pipeline

You can move a deal from one pipeline to another — useful when a lead converts and needs to move from a Sales pipeline to an Onboarding pipeline, for example.

1. Switch to List view (table icon, top right of the pipeline)
2. Find the deal row
3. Click the pipeline field or use the row's action menu to move it to the target pipeline

Tip: List view is the easiest place to do bulk pipeline moves — you can see and action multiple deals at once without opening each one.

The activity log

Every change to a deal is recorded automatically in the activity log — stage moves, field edits, comments, tasks created, and assignee changes. Entries are timestamped and attributed to the team member who made them. The log is read-only; it can't be edited or deleted, making it a reliable audit trail.

If you're taking over a deal from a colleague, the activity log is the fastest way to understand what's happened — every touchpoint is there in order.

Deal labels in your Gmail inbox

Teamopipe applies a coloured label to each email thread linked to a deal, showing the current stage name. This label appears in your Gmail email list so you can see deal status at a glance without opening the Teamopipe sidebar. When you move a deal to a new stage, the label updates automatically.

You can control the label colour per stage in Settings → Pipelines. Assigning distinct colours to each stage makes the inbox much easier to scan.

If you run into issues, email support@teamopipe.com — we typically respond within 4 hours on business days.