Moving deals through pipelines

Elena_K
Elena_K Member Posts: 1 VERIFIED MEMBER
edited July 2023 in Sales CRM #1

When a deal is moved from one pipeline to another, does the information in the deal remain the same? Are the Custom Fields and all details kept the same? Is the history of the deal (all actions, emails, phone calls, etc.) saved in the new pipeline?

Answers

  • Noora Ainesjarvi
    Noora Ainesjarvi Member Posts: 18 VERIFIED MEMBER
    10 Comments First Anniversary First Answer Photogenic
    #2

    Hi Elena! Yes the information in the deal will remain the same.

    BR, Noora

    image.png


    We create sales superheroes with Pipedrive. With Zimple, you will get the most out of your sales processes and technologies. Book a free 30min meeting with a Pipedrive professional here.

This discussion has been closed.

Categories