See your whole pipeline at a glance
Open Opportunities, then click Pipeline to see your deals laid out by stage. Each deal sits in the stage it has reached, and summary cards at the top show your totals so you can read the health of your business in seconds.
The stages a deal moves through
Ultragent organises deals into a simple, proven set of stages that follow a sale from first contact to close:
| Stage | What it means |
|---|---|
| Prospecting | Early interest — you are starting the conversation. |
| Qualification | Confirming there is a real fit and a budget. |
| Needs Analysis | Understanding the customer's challenges in depth. |
| Proposal | Your solution and pricing are on the table. |
| Negotiation | Working through the final details to agree terms. |
| Closed Won | The deal is signed — congratulations. |
| Closed Lost | The deal did not go ahead this time. |
Move a deal to the next stage
- Open the Pipeline view from the Opportunities page.
- Find the deal you want to advance.
- Drag its card into the next stage column.
- Ultragent saves the change instantly and updates your pipeline totals.
Tip
You can also open any deal and change its stage from inside the deal — perfect when you are already reviewing the details.
Filter and find deals fast
- Filter by stage: to focus on, say, everything in Negotiation this week.
- Filter by priority: to put your highest-value deals front and centre.
- Switch views: between the board layout and a timeline that shows when deals are expected to close.
- Search by name: to jump straight to the deal you have in mind.
Good to know
Keeping each deal in the right stage is the single best habit for accurate forecasts — and it powers the health scores and reminders Ultragent gives you.
Can I switch between a board and a timeline?
Yes. The Pipeline view offers both a stage-by-stage board and a timeline grouped by expected close date, so you can choose the view that suits the moment.
Does moving a deal update my totals?
Instantly. As soon as you move a deal, your pipeline value and stage counts refresh.
Can I advance a deal without dragging cards?
Yes. Open the deal and change its stage from inside — handy when you are already reviewing the details on your phone or in a meeting.
How do I see only my biggest deals?
Use the priority filter on the Pipeline view to show your highest-priority deals first.
How quickly should I update a deal's stage?
Whenever the conversation moves — it only takes a second, and it keeps your forecast, health scores, and reminders accurate.