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  1. Upsales Help Centre
  2. Sales
  3. Frequently Asked Questions

Q: Why can't I see an opportunity after moving it to the Sales board?

A: The opportunity is outside what your Sales board shows. Each column in a Sales board has its own date range and stages. An opportunity is shown in a column only if its date is within the column's Date range and its stage is one of the column's Opportunity stages.
Only administrators can edit Sales boards.
  1. Click Settings → Pipeline → Sales board:

    tabs.png

  2. Click your Sales board
  3. Click Edit column on the column where the opportunity should appear
  4. Edit the Date range to include the opportunity date, and add the opportunity's stage to Opportunity stages if it is missing:

sales1.PNG

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