Changing Pipeline

Stefano_44906

Hi Everyone,

is there a way to move a deal from a pipeline to another pipeline?

Thank you,

Stefano

Boris Tsibelman

Yes, you can!

 

Check out https://support.pipedrive.com/en/article/how-can-i-move-a-deal-to-another-pipeline

Stefano_44906

Boris Tsibelman said:

Yes, you can!

 

Check out https://support.pipedrive.com/en/article/how-can-i-move-a-deal-to-another-pipeline

Thank you very much!

Edie Mew

Hey Stefano, 

You could automate this process if you know that a certain action/activity or update on a deal means it needs to be moved. 

If a deal is moved to a stage or an activity has been completed or if a deal field has been updated then automation can move your deal for you. 

Thank you,

Edie