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
- How to Track Revenue in MONDAi
- How to Build Your First Workflow — for building pipeline stage-triggered automations
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