How can I move a deal to another pipeline?
Breandan Flood, July 17, 2023
Note: You can learn more about deals and how best to manage them in this article.
There are three locations in Pipedrive where a deal can be moved to another pipeline.
- Pipeline view
- List view (by selecting at least one deal, then using the bulk edit tool.)
- Detail view
Note: When you move a deal to another pipeline, it no longer shows up in reports for the previous pipeline.