Moving an opportunity
One step forward is free. A skip or a step back needs a note — and here is why.
What is free and what needs a note
| Move | Allowed? | Note required? |
|---|---|---|
| One stage forward | ||
| Skipping several stages forward | ||
| Back, on the selling side | ||
| Back, after the contract | ||
| Out of archived | — |
Why only one step forward is free
One step forward is ordinary work, and asking for a reason would only add friction. Jumping from stage two to stage five is a claim, and a claim should carry a sentence.
A step back always needs a note, on either side. Going back means something we thought had happened did not — and that is precisely what somebody will be looking for an explanation of three months later.
You see it before it is sent
Tapping the next stage sends nothing immediately. The move sits as pending and you get two buttons: accept or discard. Discard resets everything to the real stage.
If the move requires a note, the accept button stays disabled until you write one.
If the server refuses the move, the reason is reported on the control itself and the stage resets.
Who can move a deal
Moving a stage is the engagement lead's job, or a workspace admin's.
Archiving is admin-only, and only once the outcome is no longer open — you close it first, then archive.
Read this next
- Pipeline & opportunitiesClosing an opportunityThe close options depend on where you are — and "won" is never one of them.
- Pipeline & opportunitiesThe stage historyEvery move is one row. It is never edited or deleted — which is what makes it worth having.
- When something does not workA button that should be there is notUsually role, membership or plan. None of them is a fault.
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