A deal is an opportunity with a value, a probability and an expected close date. The board is where the team works it.
Changing the stages
- Go to Settings → Fields & rules and choose the Deals module.
- Open the Stage field.
- Add, rename, reorder or hide values. Existing deals keep the stage they are on.
- Save.
Working the board
- Drag a card between columns to change its stage; drop it between two cards to set its order, which is remembered.
- Columns keep their position when a card leaves, so the board does not rearrange itself under you.
- Group by owner, source or pipeline to see the same deals a different way.
The forecast
Each column totals the value on it. Pipeline by stage also gives you the weighted value — each deal multiplied by its probability — which is the number worth taking to a board meeting.
Probability is not automatic. It is set per deal, defaulting from the stage. If nobody maintains it, use the raw value and ignore the weighted one rather than trusting a number nothing feeds.
Something missing or wrong here? Tell us — a question that needed asking usually means a page that needed writing.