Every opportunity flows through 9 stages in a fixed order. You walk forward one stage at a time - jumps that skip stages are blocked. Move a card by either dragging it across columns on the kanban OR picking a new stage from the Stage dropdown inside the opportunity.
| # | Stage | Can come from |
|---|---|---|
| 1 | New inquiry | (this is where every new opportunity starts) |
| 2 | Processing | New inquiry |
| 3 | Offer | Processing |
| 4 | Not confirmed | Offer |
| 5 | Confirmed | Offer, Not confirmed |
| 6 | Planning transportation | Confirmed |
| 7 | Pre-departure (14d notice) | Planning transportation |
| 8 | Shipping started | Confirmed, Planning transportation, Pre-departure |
| 9 | Shipping completed | Shipping started |