How to move customers through your pipeline
Change a customer's stage from the list, or drag them on the Pipeline view.
Updated 2026-10-14
When the sales pipeline is switched on, every customer has a stage, such as a new lead, a quote sent or a customer won.
- Open Contacts.
- Press the stage pill on a row and pick the new stage.
- Or switch to Pipeline and drag a card from one column to the next.
Workflows can start when a customer is added or changes, so moving someone can set a routine job going. See How to create a workflow.