Office how-to · Command, piece by piece
Move a deal through Opportunity phases
Your Opportunities board is your pipeline at a glance — but only if the cards live in the right columns. Keep it current and your business becomes visible; let it drift and Command is just a place deals go to be forgotten.
- Know the phases. An Opportunity moves left to right: from cultivating the relationship, to the appointment, to actively working (showing or listing), to under contract, to closed. Each phase has stages inside it for finer tracking.
- Move the card when reality moves. Signed the buyer agreement? Went active? Offer accepted? Drag the Opportunity to its new phase the same day. Guide: Manage Your Opportunities.
- Under contract is a trigger, not just a column. The moment a deal moves there, the clock starts: 48-hour paperwork, the compliance checklist, and eventually the commission request.
- Review the board every Momentum Monday. Anything sitting in a phase longer than feels right is either a follow-up task waiting to be set — or a deal that needs a clean termination.
Deeper reference: Opportunity Details. Prefer video? Watch Marty Miller create and walk through an Opportunity. Last reviewed: September 2026.