Transfer Deal to Another Pipeline
Last updated
Was this helpful?
Last updated
Was this helpful?
To move a deal to another pipeline, simply go to the Pipeline View and drag the deal you want to move to another pipeline downwards. You should see an option called the 'Transfered to Other Pipeline' button.
After you drop the deal into this box, a window will pop up, allowing you to choose the new pipeline and stage you want your deal to be moved to.