This article covers how to update the status of a Pipeline deal directly from a contact record in Keap™ without navigating to the Pipeline. This article does not cover how to move a deal to a different pipeline stage. For help moving deals between stages, see how to manage deals from the contact record in Keap.

Why Updating Deal Status From the Contact Record Saves Time

When reviewing a contact record, switching to the Pipeline to update a deal status and then switching back interrupts the workflow. The Pipeline card on the contact record in Keap lets you update a deal status without leaving the contact record — keeping the focus on the client conversation while keeping the pipeline data current.

How to Update a Deal Status From a Contact Record in Keap

Follow these steps to update the status of a Pipeline deal from a contact record in Keap.

1. Open the contact record and locate the Pipeline card in the contact activity section of the contact record.

   

   The screenshot above shows a Keap contact record with the Pipeline card visible in the contact activity section. The Pipeline card displays the deal name, current pipeline stage, and current deal status. Selecting the Pipeline card opens the deal details panel.

2. Select the current Status of the deal displayed on the Pipeline card. Selecting the status opens the status dropdown menu.

   

   The screenshot above shows the Pipeline card on a Keap contact record with the current deal status selected. Selecting the status label opens the dropdown menu listing all available deal status options.

3. Select the new status from the dropdown menu. The deal status updates immediately on the contact record and in the Pipeline.

   

   The screenshot above shows the deal status dropdown menu on the Pipeline card in a Keap contact record. The dropdown displays all available deal status options. Select the new status from the list to apply the update.

   

   The screenshot above shows the Pipeline card on a Keap contact record after the deal status has been updated. The Pipeline card displays the new status. The status change is applied immediately and is reflected in the Pipeline without needing to navigate away from the contact record.

Frequently Asked Questions

What does this article cover?

This article covers how to update the status of a Pipeline deal directly from a contact record in Keap. This article does not cover how to move a deal to a different pipeline stage. For help moving deals between stages, see how to manage deals from the contact record in Keap.

What is the difference between deal status and deal stage?

A deal stage represents where the deal is in the sales pipeline — for example, New Lead, Qualified, or Proposal Sent. A deal status is a separate label that indicates the current condition of the deal — for example, Active, Won, or Lost. Both can be updated from the Pipeline card on the contact record. This article covers updating the deal status only. For help moving a deal to a different stage, see how to manage deals from the contact record in Keap.

Does updating the deal status from the contact record also update the Pipeline?

Yes. Updating the deal status from the Pipeline card on the contact record applies the change immediately and the updated status is reflected in the Pipeline without needing to navigate away from the contact record.