Move deal to pipeline help!
Hi guys,
I am new to this and am struggling with some automations. Basically all I want to do is when a deal is marked as lost. wait 90 days and then re-enter a pipeline again as a deal so I can repeat the sales process. I can not seem to see "Move deal to stage" or "Move deal to pipeline".
Any help would be great! thanks
Micky
Answers
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To move a deal to another pipeline in Pipedrive, you can manually drag it in the pipeline view or use the list view for bulk actions.
If you want to automate this process, Pipedrive's Workflow Automation feature can help.
For example, you can set up an automation to trigger when a deal is marked as lost, wait 90 days, and then create a new deal in the desired pipeline.
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For example, you can set up an automation to trigger when a deal is marked as lost, wait 90 days, and then create a new deal in the desired pipeline. But How??? what is the Flow in the automations? I can not make it work!
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Hi @MickyBoketto,
I can share one possible example below. In this setup, we are using the date trigger, which starts the automation for a deal 90 days after the lost date. Then you can add conditions to check information like Pipeline, owner, label, etc, and as an action, you can update the deal, specifically, the deal's Stage-Pipeline and Status:
I would also recommend duplicating the deal instead of updating the already lost one for better reporting. However, duplicating a deal would mean that things like activities, emails and any files attached will not be duplicated.
We hope this helps!
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