Pipeline Stages - Copy Stages into new pipeline?

Mary Steffens
Mary Steffens Posts: 2
edited July 26 in Sales CRM #1

Is it possible to copy existing stages in one pipeline wihout having to recreate the stages in each new pipeline?

Comments

  • Andreia Freixo
    Andreia Freixo Moderator Posts: 191 PIPEDRIVE CUSTOMER SUPPORT
    Pipedrive Employee
    edited February 25 #2

    Hi Mary,

    Thank you for your question!

    Unfortunately, it is not possible to duplicate stages or pipelines, as we want to discourage users from having several identical pipelines that could make them lose track of sales.

    Could you tell me what your specific use case is so that I can pass the feedback along to our product team? We are always looking for new feedback to improve.

    Thank you!
    Andreia

  • Mary Steffens
    Mary Steffens Posts: 2
    edited September 2021 #3

    Hi Mary,

    Thank you for your question!

    Unfortunately, it is not possible to duplicate stages or pipelines, as we want to discourage users from having several identical pipelines that could make them lose track of sales.

    Could you tell me what your specific use case is so that I can pass the feedback along to our product team? We are always looking for new feedback to improve.

    Thank you!
    Andreia

    thanks for your reply.  What about just the names of the stages and not the contents? 

  • Andreia Freixo
    Andreia Freixo Moderator Posts: 191 PIPEDRIVE CUSTOMER SUPPORT
    Pipedrive Employee
    edited September 2021 #4

    Hi Mary,

    Thank you for your question!

    Unfortunately, it is not possible to duplicate stages or pipelines, as we want to discourage users from having several identical pipelines that could make them lose track of sales.

    Could you tell me what your specific use case is so that I can pass the feedback along to our product team? We are always looking for new feedback to improve.

    Thank you!
    Andreia

    Hi again :)

    Unfortunately, it's not possible to do this automatically, but you can copy-paste the names to save some time.

    Hope it helps!
    Andreia