Is there a way to automate moving a large number of deals from one pipeline to another?

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sarahbrewton
sarahbrewton Member Posts: 5
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edited July 1 in Sales CRM #1

We're cleaning up our Sales Funnel, and I'd like to break one Pipeline into two. I need to move the deals from one to the other. Is this possible in Pipedrive or Zapier? I can see how to move deals from one stage to another within one Pipeline.

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  • sarahbrewton
    sarahbrewton Member Posts: 5
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    Thank you Amit! I often forget about the list view. Swapping to list view, filtering by my parameters, and doing a bulk edit worked perfectly.

  • sarahbrewton
    sarahbrewton Member Posts: 5
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    Wonderful, I often forget about the list view. Going to list view, filtering by my parameters, and doing a bulk edit worked perfectly. Thank you @Amit Sarda (AmitSarda.xyz)