After the deal has been created & connected to a particular pipeline, it can also be moved to another pipeline form the deals list.
Here is how you can move deals between pipelines:
- In the Deals List view go to Pipeline tab & select particular pipeline.
Please note that you won't be able to move deals form All Deals pipeline view, a particular pipeline list must be chosen.
- Select deals you want to move from the deals list & go to Select Action menu below the list:
- Click on Move To Pipeline & select pipeline you want to more deals to. Click Apply:
