Move an opportunity to another stage

Your pipeline is shown as a board with one column per stage. To move a deal forward (or back) a stage:

1. 1Open Muligheter from the sidebar.
2. 2Make sure you're in the board view. Use the view toggle near the top right and choose Kanban-tavle.
3. 3Drag the opportunity's card from its current column and drop it on the stage column you want. The deal moves to that stage straight away.Keeping stages up to date is what keeps your forecast honest: the pipeline

value, conversion rates, and reports are all built from where each deal sits.

You can also start a new deal already in a particular stage: at the top of a stage column, click the Opprett ny mulighet i denne fasen button (the + on the column).

When a deal is finished, don't leave it sitting in the last stage. Mark it won or lost so it leaves the open pipeline.

On a phone

A phone shows one stage at a time. Swipe sideways to move between stages, and the board settles on a whole column rather than leaving you between two. Above the board there is a row of stage buttons, each with the number of deals in that stage; the one you are looking at is highlighted, and tapping any other takes you straight there without swiping past the stages in between.