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?
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.
Hi @Joe , I see that @Brad Krause has helped you
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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.