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How can I move a deal to another pipeline?

BF
Breandan Flood, 30. oktoober 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.
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