Moving all deals from one pipeline to another

Tariq Loois
Tariq Loois Posts: 3
edited July 28 in Sales CRM #1

Hi!
 

A couple of months ago I moved all deals from one pipeline stadium to another in just 2 or 3 clicks. 

Now I can't remember how I did that, so I am curious if anyone can help me with this.

 

Thanks in advance!

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Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited October 2021 #2

    You can create a list view of all the deals you want to move, then update it on the right side 

     

    See - https://support.pipedrive.com/en/article/bulk-editing-and-filtering

  • Peter Kraewinkels
    edited April 2021 #3

    Hi,

     

    Switch to deal list view and, make your selection of deals you want to switch over and use the multi selector tool. in the rightside of the screen.

    image

    Make sure that all the involved colums are visable in the screen lay-out.

    If not click on the tumbwheel in right top corner (see image below).

     

    image

    Success!

    Greetz,

    Peter