Sign in

Move opportunity through pipeline stages

An authorized user advances or moves backward an Opportunity through pipeline stages, with approval for stage skips and reasons for backward moves.

When this happens: You click Move to Next Stage, drags card in Kanban, or selects a stage from the dropdown.

Step by step

  1. 1

    Click Move to Next Stage or drags the opportunity card to the next column in the Kanban board.

    EasyCRM determines the target stage is the next adjacent stage — no approval required. EasyCRM checks if probability was previously manually overridden. Probability was NOT manually overridden — auto-updates probability to the new stage's default. Probability WAS manually overridden — prompts user: Update probability to [X]% for this stage? [Yes / Keep current].

  2. 2

    (If prompted) Selects yes or no.

    EasyCRM updates Stage and Probability. EasyCRM logs in Stage History: Stage changed from [Old] to [New] by [User] at [timestamp] EasyCRM creates activity log entry. EasyCRM sends notification: OpportunityStageChanged. Audit log entry: OpportunityStageChanged.

Other paths

Forward move — stage skip (requires approval for sr)

Select a stage that is not the immediate next stage (e.g. Lead — Proposal, skipping Qualified). EasyCRM detects stage skip. EasyCRM shows: Skipping stages requires Sales Manager approval. An approval request will be sent Confirm. EasyCRM creates an approval request assigned to the SR's manager. Opportunity remains at current stage. Badge shown: Pending Stage Approval Receives notification. Reviews and approves/rejects the stage skip. Approved — stage updates. Normal flow from step 6. Rejected — notification sent to SR: Stage skip rejected. Reason: [reason] Opportunity remains at current stage.

Forward move — stage skip by sm/adm (auto-approved)

Select a stage skip. System auto-approves. Reason is still logged. Flow continues from step 6.

Backward move (requires reason)

Select a previous (earlier) stage from the dropdown. EasyCRM shows prompt: Moving backward requires a reason. Please provide details Text field (10–500 chars). Enter reason. Clicks Move EasyCRM updates stage. EasyCRM logs reason in Stage History and Activity log. Direction = Backward with direction=Backward and reason.

Kanban drag & drop

Drag an opportunity card from one Kanban column to another. EasyCRM determines if forward/backward and adjacent/skip. Applies the same rules as Main Flow or /. If approval is required, card snaps back with a dialog.

If something goes wrong

Moving from terminal stage

Opportunity is in Closed Won or Closed Lost Stage dropdown is disabled. You must use Reopen action instead.

Concurrent modification

Record was modified since page load. Kanban card snaps back. EasyCRM shows: This opportunity was modified. Please refresh

Good to know

  • Adjacent forward moves require no approval.
  • Stage skips by SR require SM approval. SM/ADM skips are auto-approved but logged.
  • Backward moves require a reason but no approval.
  • Probability auto-updates unless previously manually overridden.