Moving all deals from one pipeline to another
Tariq Loois Posts: 3
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!
Boris Tsibelman Posts: 998edited 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-filtering0
Peter Kraewinkels Posts: 3edited April 2021 #3
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.
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).