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How to Move Contacts Through Your Pipeline

Update pipeline stages in MONDAi as deals progress. Keep your pipeline current and trigger the right automations as each prospect moves forward.

A pipeline only works if it stays current. Moving an opportunity to the correct stage after every interaction is a five-second habit that keeps your business intelligence accurate and your automations firing correctly — because in MONDAi, stage changes can trigger workflows.

Three Ways to Move an Opportunity

Method 1 — Drag and Drop: Go to Opportunities, find your pipeline board, drag an opportunity card from its current stage to the new stage column.

Method 2 — Inside the Opportunity Record: Click the opportunity card to open the record. Find the Stage field. Click to change the stage.

Method 3 — Via the Contact Record: Open the contact record in CRM. Navigate to the Opportunities section. Click the opportunity and update the stage directly.

Automating Stage-Based Actions

Pipeline stage changes can trigger workflows. In Automation → Workflows, set the trigger to "Pipeline Stage Changed" and specify the stage. Use this to: send a follow-up email when a call is completed, create a task when a proposal is sent, trigger an onboarding sequence when a deal is marked Closed Won, tag the contact with "past-client" when marked Closed Lost for a re-engagement sequence later.

Closing Deals

When an opportunity reaches a final stage — Closed Won or Closed Lost — mark it accordingly and add a closing note. Both outcomes are valuable data. Closed Lost tells you where your pipeline is losing deals. Over time, patterns emerge that improve your entire sales process.

Common mistakes
  • Letting pipeline stages go unupdated for weeks — review your pipeline at the start of each week.
  • Not noting why a deal was lost — Closed Lost with no context is wasted data.
  • Moving opportunities forward before the stage is actually reached — this skews conversion rate metrics.
  • Not building stage-change automations — they are one of the most efficient touchpoints available.

Next steps

Still stuck?

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