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 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, refresh Chrome or clear the cache — see "Invalid field error when moving deals" for details.

Opening a deal: 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, timestamped and attributed. It's read-only, so it doubles as a reliable audit trail — and the fastest way to get up to speed when taking over a colleague's deal.
• Comments — internal notes visible to your team, never to the contact. Good for handoff notes, context after a phone call, or decisions made outside email.
• Tasks — follow-ups with due dates and assignees.
• Fields — all fields configured for this pipeline (deal value, close date, tags, lead source, and your custom fields).
• Linked contacts — click the arrow icon next to a contact to jump straight to the email thread in Gmail.

Editing, renaming, and assigning

All fields are editable directly in the detail panel — click and type or select; changes save automatically. In List view, fields are editable inline: click a cell, change it, click away.

To rename a deal, click its name at the top of the panel. Deals created from an email inherit the subject line as their name — rename them to something meaningful early ("Acme Corp — Website Redesign" beats "Re: Quick question").

To assign a deal, click the Assignee field and select a team member — they'll receive notifications when the deal is updated (if enabled). On solo workspaces you'll only see yourself; assigning becomes useful once teammates join.

Moving a deal to a different pipeline

Switch to List view (table icon, top right), find the deal row, and use the pipeline field or the row's action menu. List view is the easiest place for bulk pipeline moves — see "How to move a deal to another pipeline" for the full guide.

Deal labels in your Gmail inbox

Every email thread linked to a deal gets a coloured Gmail label showing the current stage — when you move the deal, the label updates automatically, so you can read deal status straight from your inbox. Control label colours per stage in Settings → Pipelines; distinct colours make the inbox much easier to scan.

If you run into issues, use the chat in the bottom-right corner or the contact form at teamopipe.com/en/contact — we typically respond within 4 hours on business days.