Skip to main content
Open: Customers → Pipeline. Filter to the relevant owner or customer group, open a card and review the record before changing its stage. Use the offered stage control or board interaction, complete required information and confirm the change. These are sales stages. Lead, Opportunity, Deal and Job describe broader customer lifecycle context. Operational queues, compliance and payment states are separate.

​
Move a customer forward

Review the last interaction, record the reason for the change and create the next task. When requesting information, identify exactly what is needed and a follow-up date. When work is lost or disqualified, record an accurate reason. Do not move a card to Won to make a report look complete. Confirm the relevant acceptance and commercial evidence. Provider and workflow rules may govern which stage changes are allowed.

​
Meta-connected leads

The supported outbound qualification event is tied to specific stage transitions. Read Meta setup before assuming every stage is sent back to advertising.

​
ArgonixIntelligence in this workflow

Dashboard signals can point to overdue contact or stalled work. Stage and task updates remain deliberate staff actions based on the customer record.

Related topics

2. Meet your customerManage projects and jobsUse the Sales dashboardUse Rep OverviewRun your sales day