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How can I move a deal to another pipeline?
Breandan Flood, 2023년 10월 30일
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.