Move a deal to the next stage
Drag a card on the board, or change its Status, to move an investor or a customer to the next stage of your pipeline.
For foundersUpdated Oct 24, 2026
Each list in the CRM has its own stages, like Intro sent and First meeting for investors, or Demo and Proposal for customers.
- Open CRM and pick a list's chip, like Investors or Customers.
- The list opens as a board, one column per stage. If you see a table, switch to Board.
- Drag the card into the next column.
On a phone, pick the stage you want to see, then choose Move to on a card and pick the new stage.
Other ways to change the stage
- In Table, click the entry's Status cell and pick the new stage.
- On the record's page, change Status in the list's section on the right.
What changes
Each column shows how many entries it holds and their total amount. Every move is logged in the record's Activity, with who moved it and from which stage. For investors, Committed and Wired count toward your raise progress.
Plan the next step
Give an entry a Next step and a Next step due date. The card shows the next step with its day. Due follow-ups also show on Home, under Your focus today, until the entry is won or lost.