Answers
Opportunities: the older Keap board, and moving off it
Keap has two sales boards. Pipelines is the newer one with deals and stages. Opportunities is the older model, with a next action date, a projected range and a per-stage checklist, and plenty of businesses that have been on Keap a long time still run on it. Your account uses one of the two: choose which under Board settings, and only that board is read and shown on Pipelines. Until you choose, we read both and show your deals, or your Opportunities when you have no deals at all.
What you can change here, and what you cannot
The stage, the next action, the record's custom fields that hold free text (text, text area and website fields) and a note. Drag a record to another stage on the same board and the stage is written to Keap the moment you let go, with a note on the contact record saying who moved it and from where. Moving a record to a stage on a different board, Won and Lost included when they sit on their own board, is a deliberate step: open the record, choose the stage under Move to another board, and confirm. Open a record and its card sets the next action's date, time and note, fills in those custom fields, a text area with its line breaks, moves it within its board and adds a note of your own to the contact, all with one Save; only what you changed is written, and the contact's record in Keap gets a note saying what it was. The card also lists the record's stage moves and the contact's notes, read from Keap as you open it. Everything else about a record, its value, its checklist and any custom field the card shows without a box (a dropdown or a date, say), is worked in Keap, and what you change there shows here at the next refresh. Days in stage come from Keap's own stage history, and Won or Lost from the stages Keap marks as endings under Opportunity Defaults, read by their names, with Board settings to settle an ending whose name says neither: the older model has no status of its own, because on that board the STAGE is the outcome, which is why a stage there carries a won or lost reason. A record's value is the products on it, the figure Keap's own header shows, with any subscription plans said per month beside it; a record with no products shows the projected low and high it holds as a range, and a total adds up the low end so it understates rather than overstates. The record's drawer says which of the two you are looking at.
Which board opens first
Choosing a board changes nothing in Keap. The other board is left exactly as it is; we simply stop reading it, from the next data refresh or sooner if you press Sync now. Switch back any time under the same setting.
Copying Opportunities across as deals
If you are moving onto Pipelines, Convert copies your Opportunities onto the deal board. Three things are worth knowing before you press it.
It copies. Your Opportunity is read and left where it is, not deleted, not changed, not marked. That is also your undo: if you do not like the result, every original is still there. What we cannot do is take a created deal back for you, so the button says so.
A deal has fewer fields than an Opportunity. The next action date and notes, the forecast flag, the stage probability and target days, the checklist, the won or lost reason and the lead source you typed have nowhere to go, and a projected low and high become one amount. The page lists which of those your own records actually carry before it runs, rather than reciting the whole list at you.
Every new deal is active, even one copied out of a stage called Sold. A won deal counts as revenue on your dashboard, and we will not invent revenue your ads were never credited with. Close them yourself afterwards on the deal board, where you can undo it.
It runs in batches, so a big board takes a few presses, and pressing twice cannot create the same deal twice. Each new deal carries the id of the Opportunity it came from, so you can always trace one back.