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How can I change the pipeline of a deal?

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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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