Do you know if when you close a deal in one pipeline and open a new deal in another pipeline using t

Justin Stephens
Justin Stephens Posts: 31
edited July 24 in Sales CRM #1
Do you know if when you close a deal in one pipeline and open a new deal in another pipeline using the automations, does it keep all the date in the first pipeline even though it was the 'copied' deal that was closed? I don't want to lose that data when it comes to reporting.

Answers

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited July 13 #2

    @Justin Stephens since you're creating a new deal technically statistics on that deal are not copied over to the new deal. But since the original deal stays in the original pipeline and is closed there, those statistics will remain available for you.

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited July 13 #3

    You can achieve this using Zapier.

    When a deal is closed >> it creates a new deal [and you control which fields to copy over onto the new deal]