Track a deal through the pipeline - Relaticle  

    [Getting started](https://relaticle.com/help/getting-started)

 Track a deal through the pipeline 
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Move an opportunity through your sales stages, from Prospecting to Closed Won or Lost.

 Updated August 12, 2026

 An opportunity is a deal in progress. It moves through your pipeline as a card on the Opportunities board — create it, then drag its card into the next column as the deal advances, right through to Closed Won or Closed Lost.

1. Click **Opportunities** in the sidebar.
2. Click **New opportunity**.
3. Type the deal's name into **Name** — this is the only required field.
4. Select a **Company** and **Contact** if this deal is tied to one.
5. Fill in **Amount**, **Close Date**, or **Stage** if you know them — you can set these later.
6. Click **Create**.

[](#see-your-pipeline "Permalink")See your pipeline
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Click **Board** next to **List** at the top of the Opportunities page. Every stage — Prospecting, Qualification, Needs Analysis, Value Proposition, Id. Decision Makers, Perception Analysis, Proposal/Price Quote, Negotiation/Review, Closed Won, and Closed Lost — appears as a column, with each deal shown as a card underneath it.

![The Opportunities board with deals grouped into Prospecting, Qualification, Needs Analysis, and Value Proposition columns](/help-assets/getting-started/track-a-deal-through-the-pipeline-1.png)

[](#move-a-deal-forward "Permalink")Move a deal forward
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Drag a deal's card from its current column into the column for its next stage. The change saves as soon as you drop it — no need to open the record.

You can also change a deal's stage from its own record: open it, click **Edit**, choose a new **Stage**, and click **Save changes**.

[](#if-the-stage-names-dont-match-your-sales-process-then-edit-them "Permalink")If the stage names don't match your sales process, then edit them
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Stage is a field like any other. Click your workspace name at the top of the sidebar, click **Custom Fields**, select the **Opportunities** tab, and open **Stage** from its **Actions** menu. You can rename stages, recolor them, reorder them, or add new ones — see [Use custom fields](/help/getting-started/use-custom-fields) for how field settings work.

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