Just drag the card from one column to the next on the kanban. This drag drop leads kanban workflow is the primary way to move leads through pipeline stages — the lead's stage updates immediately and the move logs to the timeline.

Drag works both ways — a Closed Lost lead can move back to Contacted if they reach out months later. To bypass dragging, open the lead detail drawer and use the stage dropdown at the top.

Every move to update lead status writes an entry to the activity timeline. The entry shows the from-stage and to-stage, the timestamp, and who triggered it. So you can tell whether the move was manual, came from the lead detail drawer, or fired automatically.

The timeline becomes the source of truth for the lead's history. A clean timeline tells you exactly when the lead progressed and how long they sat at each stage. See Lead Timeline for the full reference.

Yes. The most common automatic move happens when you send an email to a New Lead from the lead detail drawer. The platform automatically upgrades them to Contacted. This auto-advance pipeline real estate teams rely on saves you from manual stage changes for every first email. The timeline shows "Auto-moved from New Lead to Contacted (first contact)" so you can tell manual moves from automated ones.

The automatic upgrade only runs once. Moving a lead back to New Lead and emailing again won't re-trigger it. The platform tracks first-contact status per lead, not per email.

Other automatic stage transitions can be wired up through form automations. For example, the Create Lead action can place a new lead at a specific stage depending on the form — see Form Automations.

For bulk work, the kanban supports multi-select:

1. Click the checkbox in the top-right corner of each card you want to move.
2. A bulk action bar appears at the bottom of the screen with the count selected.
3. Click Move to stage and pick the destination stage.
4. Every selected lead moves at once. The timeline logs the move on each lead.

Useful at end-of-day when you want to push a batch of "called but no answer" leads from New Lead to Contacted in one operation rather than dragging each card individually.

Dragging a lead to a won stage (Closed Won, Closed, or Move-In depending on the pipeline) opens a modal that captures the deal numbers:

• Closed Amount. Final revenue from the deal. Pre-fills from your saved offer if you ran one in the lead detail.
• Profit. Your net profit on the deal — separate from gross. Leave blank if you don't want to track profit on this one.

Both numbers save to the deal record and feed your dashboard reports — revenue per period, profit tracking, lifetime totals, and milestone markers like "first $100k year." If no deal record exists for the lead, the platform creates one automatically when you save.

Confetti is included.

Dragging to Closed Lost (or "Dead" on Land and Apartment pipelines) marks the deal as dead. No modal — just the stage move and a timeline entry.

The lead stays in the pipeline for history and filtering. You can drag the card back to an active stage anytime if the lead resurfaces later.

• Move cards in real time. Drag the moment the conversation ends. End-of-day batch moves break the timeline's usefulness.
• Use the timeline before moving. Open the lead detail, scan the timeline, then change lead stage CRM-wide. If you can't tell what stage they really belong in, the timeline usually tells you.
• Don't game the probabilities. Moving a card to Appointment Set when no appointment exists inflates your forecast and lies to future-you. Keep stages honest.
• Reopen Closed Lost leads when they re-engage. A lead that reaches back out six months later is a real opportunity. Drag the card back to Contacted (or wherever fits) so you work them like any other live lead.

For context on the stages themselves, see Understanding Your Default Pipeline. For the lead detail drawer where most moves happen, see SiteStakes CRM Overview.