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Your pipeline is only useful if the stages are current. Every time something meaningful happens on a deal, move the stage forward. It takes about five seconds and keeps your scorecard and forecast accurate.

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Default pipeline stages

CRE Fuel comes with six default stages. Every deal in every pipeline starts at Prospect and works toward Closed.

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Move a deal to a new stage

1

Open the deal card

Click the deal card from the pipeline board or list view.
2

Click the current stage

Find the stage indicator near the top of the card and click it. A dropdown appears showing all available stages.
3

Select the new stage

Click the stage you want to move the deal to.
4

Save

Click Save. The card moves to the new column on your pipeline board.
On the Kanban board view, you can also drag a deal card from one column to the next. The stage updates automatically when you drop it.
Moving a deal to Closed triggers the commission entry step. CRE Fuel will prompt you to fill in closing details before the deal is marked complete. See Closing and Commissions for the full walkthrough.