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

sarahbrewton
sarahbrewton Member Posts: 5 VERIFIED MEMBER
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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 VERIFIED MEMBER
    Name Dropper First Comment
    #3

    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 VERIFIED MEMBER
    Name Dropper First Comment
    #4

    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)

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