Move deals through the pipeline, record won or lost, and read deal health

Steps

1. Open CRM → Deals. Choose the pipeline if you have more than one, and Mine or Everyone.
2. Drag a card to another stage, or use the card's Move to… list (keyboard and phone friendly). Changes save at once.
3. To close a deal, move it to Won or Lost, choose the reason and add a note if useful.
4. Open a deal to change its value, expected close date, owner, primary contact or next step, add product lines, and log activities.