TautivaHelp

Sales

Update the stage of a sales opportunity

Move an opportunity between stages only when the customer’s actual status has changed.

♪ Sales / BD, Supervisor ♪# 5, 8 minutes #Last checked October 13, 2026.
Supplies record: Some actions depend on role and data conditions, and have not been tested by saving / sending data. Use this as a check guide, instead of proof of transaction testing.

Before you start

Login to the correct workspace and have the necessary permissions according to your role. Use only valid data and communication.

Step-by-step instructions

Follow these steps in order. You can keep this guide open while working in another Tautiva tab.

  1. Open Sales and select Board or List to easily find the opportunity.

  2. Use Mine if you only want to view opportunities that are your responsibility.

  3. Open the opportunity you want to update and read its history and current stage.

  4. Check the latest decisions or information from the customer.

  5. Select the next stage via the stage/status control available for your role.

  6. Record the reason for the change and ensure the next action schedule remains clear.

Open the page in Tautiva

PRACTICAL EXAMPLE

Example from daily work

Example: customer requests an official offer; stage updated to offer stage after document submission.

This is a fictional training example. No real customer data was used.

The real view of Sales in Tautiva, recorded October 13, 2026.
Screenshot of Tautiva application taken at October 13, 2026; sensitive information is disabled if there are. Screen settings can change with screen sizes and product updates.

Expected result

Steps and results can be reviewed in the relevant module; send/save actions require SOP and permissions.

Important notes

  • Do not move to Won just because the customer shows interest.
  • If there is no agreement, choose a stage that describes the actual situation.

If something goes wrong

  • Stage cannot be changed: check permissions, status conditions, and opportunity owner.
  • Opportunity does not appear: turn off Mine filter or check status filter.

This guide describes the interface reviewed on 13 October 2026. Documentation testing did not send real messages, invite users, process payments, or modify real customer records.