Infinity3 Help Centre

Keep your pipeline current by moving each opportunity when the deal reaches the next step in your sales process.

Before you start

You’ll need permission to edit opportunities and an understanding of your team’s stage definitions.

Move an opportunity

1. Open Opportunities.
2. Select the relevant pipeline and board view.
3. Find the opportunity you want to update.
4. Drag its card into the appropriate stage column.
5. Open the opportunity to check its new stage.

For example, move a deal to “Quote sent” after the quote has actually been sent.

Change the stage from the record

Open the opportunity, choose a different Stage from the dropdown, then save.

This is useful when you also need to update the owner, value or other details.

Record the next step

Add useful context to the linked customer’s notes and create a task for any follow-up.

For example: “Quote sent today. Call next Tuesday to answer questions.”

Things to know

• Stage describes progress; status records whether the deal is Open, Won, Lost or Abandoned.
• Stage changes can trigger configured workflows, including messages and tasks.
• Moving a card does not itself confirm that a quote was sent or a meeting booked.

If a stage changes unexpectedly, contact Infinity3 with the opportunity name and details of the change.