FAQs in this section
What is Kanban View in Deals?
What actions can I perform on the Kanban View in Deals?
How can I access Kanban View in Deals?
What is a Sales Pipeline?
Can I create a sales pipeline?
When can I assign a sales pipeline to deals?
What is a sales stage?
Can I see the deal amount in Kanban View?
How can I change a deal's sales stage?
Can I close a deal in the Kanban View?
Why can't I see the Kanban View icon?
Why can't I assign sales stages?
Why can't I drag-drop deals in Kanban View?
What is Deal Cards?
What information do deal cards show?
How can I make a field appear on the deal card?
Which actions can I perform on the deal card?
How do I get rid of empty columns in Kanban View?
How can I filter the deals based on pipelines?

How can I change the pipeline of a deal?

You might need to change a deal’s pipeline if your sales process changes. This can be done with a simple drag-and-drop action. 
Follow these steps to change a deal’s pipeline from the Kanban View:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Sales.
  4. Click Deals. You will land on the Kanban View.
  5. Hold and drag a deal. You will see the Change Pipeline option at the bottom of the page. Drop the deal on the option.
  6. Select the new pipeline from the Pipeline drop-down.
  7. Select the new sales stage from the Sales Stage picklist.
  8. Specify the Probability (optional).
  9. Click Apply.
The deal adopts the new pipeline and sales stage.

To know more about Kanban View in Deals, click here.
 
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