Skip to main content

Changing an Opportunity's stage

How to move an Opportunity to a later deal stage

Gillian Hood avatar
Written by Gillian Hood
Updated over 2 years ago

1. From the Opportunities tab, click the [edit] link in the top right corner of the Opportunity card.

From the Opportunities tab, click the [edit] link in the top right corner of the Opportunity card.

2. Click the dropdown menu under Status.

Click the dropdown menu under Status.

3. Select the new Opportunity stage from the dropdown list.

Select the new Opportunity stage from the dropdown list.

4. Click the UPDATE button at the bottom of the Opportunity popup.

Click the UPDATE button at the bottom of the Opportunity popup.

5. Your Opportunity will now appear under the new deal stage.

Your Opportunity will now appear under the new status.
Related Articles
What's the difference between Prospects, Leads, and Opportunities?
🎥 Opportunities
🎥 Linking Workspaces and Opportunities
How to Effectively Use Notes and History Features for Opportunities
How to use charts on Advanced Opportunities view
Did this answer your question?