Read the board
Open Pipeline to see contacts or opportunities grouped by their current stage. Select a card to review the underlying record before moving it.
Stages should describe a real business milestone, not a guess. Move a card when the event actually happened—for example, after qualification or booking—not simply because time passed.
Keep automation aligned
Some automations respond to stage changes. Before reorganizing a live pipeline, review the pipeline and lifecycle settings so a rename or move does not create an unexpected follow-up. If a card appears in the wrong place, correct the record’s stage and confirm it belongs to the active pipeline rather than duplicating the contact.