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Move deals between pipelines

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:
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