Moving a deal across to another pipeline

I have a Pipeline from enquires all the way to my enquires becoming customers. I have then made another pipeline to manage my customer through the process to help me better my communication and there overall experience. How can I move a deal from one pipeline to another? can it be done or do I have to make one really long pipeline? If possible I would like to keep the 2 parts lead journey and customer journey separate.

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  • Edie Mew
    Edie Mew Posts: 147
    100 Comments First Answer 5 Up Votes 5 Likes
    edited May 2021 #2

    Hi Nick, 

    You can create some workflow automation, to help with moving the deals to the required Pipeline based on certain criteria you set out. 

    Or you could utilise the Leads Inbox feature 

  • Justus Lubahn
    Justus Lubahn Posts: 58
    edited July 11 #3

    Basically, you can do this either manually or automatically. 

    Manually: Go to Deals, than the Pipeline of the Deal you want to move, and drag and drop it onto the bar that appears at the bottom, into the area labeled with something like "move" or sth like that. Than you can pick the Pipeline you want to move the Deal into.

    Automatically: You can automate a Deal moving from one Pipeline into the other based on being in the last step of the previous Pipeline. You can do that with Pipedrives Workflow-Automations. You can also create a duplicate to keep the insights of your first Pipeline intact, but than of course have a duplicate Deal for everything. Pick your poison. ;)