Open Deals and click the board icon at the right of the toolbar. Each column is a stage, and each card is a deal. Drag a card to another column to move the deal to that stage.
Steps
- Click Deals in the sidebar.
- Click the board icon at the right of the toolbar. The page says "Move deals between pipeline stages".
- Find the deal. Each card shows the client, the company, the amount and how many activities it has.
- Drag the card to another column. This changes the deal's stage.
- Scroll a column to load more deals.
The columns follow your deal stages. A new workspace has Prospecting, Qualification, Proposal, Negotiation, Contract, Closed Won and Closed Lost. To change them, see How to customize deal stages and set commission in FlowForce.
Narrow the board
The quick tabs All deals, Going cold, Closing and New deals, AI Mode, and the All dates, All Stages and All Teams filters work on the board as they do on the list. See How to track and update deals in FlowForce.
Click the list icon to go back to the table.
If it did not work
A card will not move. You may not own the deal, or your role is read only. Ask an admin.
A deal is missing from the board. Clear the filters at the top.
The revenue is blank after I moved a deal to Closed Won. Open the deal and set the revenue. See How to create a deal in FlowForce.