Move Bid from one pipeline to another
Is there a way to move a bid from one pipeline to another? We have several pipelines. I want to move a bid that has been won from the Sales Pipeline to Richard Prospecting. How can I do that?
Brad Krause_13404 Posts: 496edited December 2020 #2
When you say move a 'bid' do you mean move a deal? Here are two quick ways:
in the pipeline view simply click on the deal and drag it toward the bottom of the browser window. Options will appear at the bottom of the browser window which includes 'move to'. drop the deal on that and options will appear.
Or, Open the deal and then click the link I have circled and choose a new pipeline and stage.0
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited December 2020 #3
Hi @Joe , I see that @Brad Krause has helped you
You can learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses.0
Joe Medina Posts: 2edited January 2021 #4
Thanks to everyone that responded to my inquiry. Some one had sent me the following link, that shows me exactly what I was looking for ( see attached link).
https://support.pipedrive.com/hc/en-us/articles/360001551077-How-can-I-move-a-deal-to-another-pipeline-#:~:text=To move a deal to,an option called Different Pipeline.
Once again Thank you.0