FAQs in this section
Can I move a deal to another pipeline?
To move the deal to another pipeline, you must map the time spent in the sales stages of the current pipeline to sales stages in the new pipeline. Also, this is possible only when you have set up multiple pipelines under Settings > Marketing & Sales > Pipelines & Stages.
Follow these steps to move a deal to a different sales pipeline:
1. Click the pipeline name displayed on the top of Deal Journey View.
2. Select or enter the:
4. Choose a sales stage in the new pipeline to map the time spent in the current sales stages.
5. Click Save.
Follow these steps to move a deal to a different sales pipeline:
1. Click the pipeline name displayed on the top of Deal Journey View.
2. Select or enter the:
a. Pipeline you want to move the deal to
b. Sales stage you want to move the deal to
c. Probability for the sales stage
3. Click Save.b. Sales stage you want to move the deal to
c. Probability for the sales stage
4. Choose a sales stage in the new pipeline to map the time spent in the current sales stages.
5. Click Save.