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:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Sales.
- Click Deals. You will land on the Kanban View.
- Hold and drag a deal. You will see the Change Pipeline option at the bottom of the page. Drop the deal on the option.
- Select the new pipeline from the Pipeline drop-down.
- Select the new sales stage from the Sales Stage picklist.
- Specify the Probability (optional).
- Click Apply.
The deal adopts the new pipeline and sales stage.
To know more about Kanban View in Deals, click here