Moving deals through pipelines

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Elena_K
Elena_K Member Posts: 1
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?

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  • Noora Ainesjarvi
    Noora Ainesjarvi Member Posts: 18
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    Hi Elena! Yes the information in the deal will remain the same.

    BR, Noora


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