Update an opportunity’s sales stage

1. Open the existing opportunity#

In Opportunities, select the correct pipeline and open the deal. Confirm the customer and opportunity name.

2. Choose Stage#

Under Opportunity Details, open Stage and choose your team’s next appropriate stage. Leave Pipeline and Status unchanged unless the deal also needs those changes.

3. Apply the change#

Select Update at the bottom of the edit window. Return to the board and check the deal is in the intended column.

Example: An estimate has been sent#

Your team emails the customer their estimate. If your pipeline has an “Estimate sent” stage, move the deal there after the estimate is sent. Discussing an estimate is not the same as sending it. Your actual stage names may differ.

Which stage should I choose?#

Use your team’s agreed stage definitions. Stage shows progress through the sales process; Status records whether the deal is open, won or lost. If the customer has made a final decision, use the outcome guide below.

The change did not appear#

Reopen the same opportunity and check Stage. Confirm you selected Update and are viewing the same pipeline. If editing is unavailable, ask your usual Hanna Group contact. Stage changes may start your business’s configured follow-up, so do not move cards simply to tidy the board.