We are currently in the midst of restructuring our Pipedrive to depict our whole sales process in one pipeline for ease of reporting and enhanced visualization.
At the moment, we're working with an outbound, opportunity, and customers pipeline. When a deal is set to won in one pipeline, it's duplicated in the first stage of the next pipeline. This brought along a lot of issues of duplicated deals in the reporting etc.
For the restructuring project, we now need to transfer all of these deals into the new, single pipeline after merging the duplicates. This includes won, lost, and open deals. How can I make sure I don't accidentally change the status of won deals and screw up my whole reporting?
Any tips, tricks, or heads ups are much appreciated!