Before you start: open Pipelines from the left sidebar. Each pipeline is built from stages — the steps an opportunity passes through from start to finish.
Set up your stages
- Name your stages to match how you actually work — for example Identified → Contacted → Meeting Set → Committed for major gifts, or New → Qualified → Proposal → Won for deals.
Work your cards
- Add a card for each opportunity.
- Drag a card to the next stage as it progresses (kanban view), or update its stage from the list.
- Keep notes and details on the card so the whole team knows where things stand.
Common questions
- Can I rename or reorder stages later? Yes — adjust your stages any time; existing cards keep their place.
- What happens at the last stage? Move a card to your final stage (e.g. Won or Committed) to mark it complete; you can keep it for history or archive it.