Use drag and drop on the Kanban board to advance opportunities through your pipeline stages
The Kanban board supports full drag-and-drop functionality for moving opportunities between pipeline stages. Simply grab a deal card and drop it into a different stage column. The system automatically updates the deal's stage, adjusts the probability percentage, recalculates the weighted value, and updates all aggregate metrics in real time.
Follow these steps to drag a deal card from one stage to another.
Position your cursor over the opportunity card you want to move. The cursor changes to a grab icon indicating the card is draggable.
Press and hold the mouse button (or touch and hold on mobile). The card lifts visually to indicate it has been picked up, and the other cards shift to make room.
While holding, move the card horizontally to the desired stage column. The target column highlights to confirm where the card will be dropped.
Let go of the mouse button to drop the card into the new stage. The deal is saved immediately — there is no need to click a separate save button.
Several fields and metrics update instantly when you move a deal between stages.
The opportunity's stage field updates to match the column it was dropped into. This change is reflected everywhere the opportunity appears, including the list view and detail page.
The probability percentage updates to the new stage's default value. For example, moving a deal from Discovery (10%) to Qualification (25%) automatically sets the probability to 25%.
The weighted value recalculates immediately using the new probability. A $100,000 deal moved from Discovery (10%) to Proposal (50%) changes its weighted value from $10,000 to $50,000.
Both the source and destination columns update their deal count, total value, and weighted value to reflect the move.
The board footer summary recalculates the weighted pipeline and average deal size to account for the updated probability.
A change history entry is recorded on the opportunity, capturing the stage transition, timestamp, and the user who made the change.
What happens when a deal reaches a terminal stage.
Dropping a deal into Closed Won sets its probability to 100%. The deal's weighted value becomes equal to its full amount. A Create Project action becomes available on the opportunity detail page, allowing you to convert the won deal into a delivery project.
Dropping a deal into Closed Lost sets its probability to 0%. The deal no longer contributes to the weighted pipeline total. The opportunity remains in the system for historical reporting and can be reopened by dragging it back to an open stage.
Get the most out of drag-and-drop pipeline management.
After advancing a deal to a new stage, click into the opportunity and update the Next Step field. This keeps your team aligned on what needs to happen before the deal can move to the next stage.
Pair each stage advancement with a logged activity (call, meeting, or note) that explains why the deal is progressing. This builds a complete history and prevents deals from moving forward without evidence of customer engagement.
Schedule regular pipeline review sessions where you walk through the board stage by stage. Drag deals forward or backward as appropriate, and move stale deals to Closed Lost to keep the pipeline accurate.