Updating your deal status
How to change a deal's stage as it moves through your pipeline.
Move a deal to a different stage
Two ways to move a deal through your pipeline.
As a deal progresses, you'll need to update its stage to reflect where it stands in your sales process. Wonderly gives you two ways to do this depending on whether you're already inside the deal or viewing your pipeline.
Method 1: Update the stage from inside the deal
When to use: You're already viewing a deal and want to update its stage while reviewing other details.
Go to Sales → Deals.
Click the deal you want to move.
In the right-hand Details panel, click the Deal stage field.
Select the new stage.
The change saves automatically and the deal moves to the selected stage in your pipeline.
Method 2: Drag the deal card in the pipeline
When to use: You're reviewing your pipeline in board view and want to quickly move a deal without opening it.
Go to Sales → Deals.
Make sure you're viewing the pipeline in Board view.
Click and hold the deal card you want to move.
Drag the card into the target stage column and release it.
The change saves automatically and the deal moves to the selected stage in your pipeline.
FAQ
Can I move a deal backward to a previous stage? Yes. You can move a deal to any stage in your pipeline, forward or backward, using either method.
Will changing the stage affect my tasks or meetings? No. Moving a deal to a different stage does not remove or change any tasks, meetings, or other activity tied to the deal.
How do I switch to Board view? The Deals page supports both Board view and List view. If you're seeing a list instead of the drag-and-drop board, look for the view toggle at the top of the page and switch to Board view.
Mark a deal as won or lost
When a deal reaches a final outcome, you can mark it as won or lost directly from the deal record. Adding a close reason helps you track why deals close the way they do, so you can spot patterns over time.
Steps
Go to Sales → Deals.
Click the deal you want to close.
In the right-hand Details panel, click the Deal stage field.
Select Won or Lost.
To record why the deal closed, click the Close reason field and enter a short description (for example, pricing, timing, fit, or client decision).
Click outside the field or press Enter to confirm.
The deal updates automatically and the new status is reflected across your pipeline.
FAQ
Can I reopen a deal after marking it as won or lost? Yes. You can change the deal stage back to any active stage in your pipeline to reopen it.
Is close reason required? No. It's optional and just for your own notes. You can skip it and come back later if needed.
Where do won and lost deals go? They stay in your pipeline. Won and Lost are usually the last stages, so scroll to the far right of your board to find them.
Reopen a closed deal
If a deal was marked as Won, Lost, Stale, or Disqualified but needs to be revisited, you can reopen it by changing the stage back to an active one. This is useful when a client comes back, circumstances change, or a deal was closed by mistake.
Steps
Go to Sales → Deals.
Locate the deal that was previously closed. Closed deals are found in the Won, Lost, Stale, or Disqualified stages at the far right of your pipeline board.
Click the deal to open it.
In the right-hand Details panel, click the Deal stage field.
Select an active stage (for example, New Lead, Lead Qualified, or Meeting Scheduled).
Click outside the field or press Enter to confirm.
The deal moves back into your active pipeline and appears in the stage you selected.
Share a deal
You can generate a shareable link for any deal, making it easy to send a teammate or collaborator directly to the deal record.
Steps
Go to Sales → Deals.
Click the deal you want to share.
In the top-right corner of the deal modal, click the three dots (…).
Select Copy link.
Send the generated link to the intended recipient.
The recipient can use the link to go directly to the deal record.
FAQ
Can anyone with the link see the deal? No. The recipient needs a Wonderly account with access to your deals in order to view it.
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