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, with 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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