Move deals through stages

Before you start

Open the CRM, pipelines, and tasks area in a workspace where you have permission to make changes.
Know the exact result you want before changing data, sending accounts, campaigns, or automation settings.
Review any connected accounts, lists, credits, or permissions this workflow depends on.

Steps

Step 1

Open CRM, pipelines, and tasks

Go to the CRM, pipelines, and tasks area and confirm you are in the correct workspace before making changes.

Move deals through stages: CRM, pipelines, and tasks starting screen — Move deals through stages

Step 2

Complete the main action

Update pipeline stage as conversations progress.

Move deals through stages: Main workflow state — Move deals through stages

Step 3

Review the result

Check the saved record, list, account, campaign, agent output, validation message, or warning state before moving on.

Move deals through stages: Result or confirmation state — Move deals through stages

What happens next

Review the saved result before using it in a campaign or automation.
Move to the related guides below when you need the adjacent setup, validation, or troubleshooting workflow.

FAQ

Who should use move deals through stages?

Use this guide when you need to understand or complete this workflow inside CRM, pipelines, and tasks. It focuses on the product steps users actually take in DitLead.

What should I check before moving on?

Confirm the saved record, selected audience, connected account, validation state, or result shown in DitLead before using it in another workflow.

Launch safelyRun the launch checklist before sending

Review audience, senders, sequence copy, personalization, schedules, and validation blockers.

Review checklist

See it in the productSee CRM & Pipelines