Change the Pipeline?

UCAbus24
UCAbus24 Member Posts: 2 VERIFIED MEMBER
Name Dropper First Comment
edited April 9 in Sales CRM #1

I need to only move a deal from one already created pipeline to a different already created pipeline. We realized it was created in the wrong one. What's the easiest way to do this?

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  • UCAbus24
    UCAbus24 Member Posts: 2 VERIFIED MEMBER
    Name Dropper First Comment
    #3

    @Manuel Oliveira Thanks! seemed like it would be easy but even after searching "how to move a deal to another pipeline" nothing was coming up that gave me this info. Appreciate it!

  • SimHal
    SimHal Member Posts: 2 VERIFIED MEMBER
    Photogenic First Comment
    #4

    Hi together,

    not mentioned before here, but anyway: Does anyone know a clever move to keep the data a deal has been already in pipedrive if we switch to a different pipeline? In our business we´re often moving deals between pipelines and the "deal in progress" data will always start again with "0 days" and quite clashes the reports (e.g. sale cycle data).

    Any advice(s) how to manage that?

    Best regards

    Simon

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