# Move a deal to another stage: drag it on the Board, pick a stage on the List, mark several won or lost

> On the Deals Board in SkedX CRM, drag a card onto another lane to move the deal to that stage. Dropping it on the Won or Lost lane opens the Mark won or Mark lost window, so the final amount or the reason is recorded. On the List, tick several rows: the bulk bar at the foot offers Move to stage, Mark won and Mark lost, with Assign owner, Call list, Email, WhatsApp, Export and Delete beside them. Marking several deals lost asks for one reason for all of them. On a phone, the arrows button on a card opens the stage sheet.

Product: SkedX CRM · Topic: Profiles · Draft — steps not yet re-verified in the live product

A stage change is a drag on the Board, a pick on the List, or one move for many from the bulk bar.

## Step 1: Drag on the Board

On the **Board**, drag a card onto another lane and let go. Dropping it on the **Won** or **Lost** lane opens that window first, so the amount or the reason is kept.
Open it directly: https://crm.skode.ai/deals

## Step 2: Several at once from the List

On the **List**, tick the rows. The bar at the foot offers **Move to stage**, **Mark won** and **Mark lost**. A grey action says why you cannot use it yet.

## Step 3: Mark several won or lost

**Mark won** opens one window for all of them; **Mark lost** asks for one reason for all. The deals move to the won or lost stage and their dates are stamped.

## Common questions

### The card went back where it was.

The move did not save — the page says so and reloads the Board. Try again; if it keeps failing, your role may not have Move stage.

### Can I move deals I cannot edit?

No. The bulk bar counts them as skipped and says how many; the rest move.

### On my phone?

Tap the arrows button on a card: the stage sheet opens.

### Does moving a deal move its person’s stage?

Yes. Moved forward, the person’s stage line moves with it. Moved back by you, it moves back too — when it is that person’s leading open deal (the one furthest along), and the person is not at Won or Lost. Their history says “because its deal moved”.

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## Related guides
- Move an enquiry to another stage on the Board: https://skode.ai/help/crm/profiles/move-an-enquiry-to-another-stage-on-the-board/
- Read the Deals page: the pipeline numbers, your views, the List and the Board: https://skode.ai/help/crm/profiles/read-the-deals-page/
- See where a deal came from and what happens next: https://skode.ai/help/crm/profiles/see-where-a-deal-came-from-and-what-happens-next/
- Choose where deals start on your stages: https://skode.ai/help/crm/profiles/choose-where-deals-start/
- Move a record through its stages: https://skode.ai/help/crm/profiles/move-a-record-through-its-stages/

Source: https://skode.ai/help/crm/profiles/move-a-deal-to-another-stage/