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 it. Everything about the deal lives here:

• Overview — notes, tasks and the deal's email, with Compose to write a new message.
• Messages — every email linked to the deal.
• Activity — every stage change, field update and note in order, timestamped and attributed. It doubles as an audit trail when you take over a colleague's deal.
• Deal details on the right — pipeline, stage, status (with Won and Lost buttons), assignee, value, dates, tags and your custom fields.
• Linked contacts — at the bottom of the deal details, with Add contact.

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

Open the deal and change the Pipeline field in the deal details. See how to move a deal to another pipeline.

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.