FAQs in this section
How can I create a deal?
How can I create a deal from One View?
Can I sync a quote with a deal?
How can I add line items to a deal?
What happens when I sync a quote with a deal?
Why should I move a deal to another pipeline?
What actions can I perform on a deal?
What is deal journey view?
What does the header section in Deal Journey View display?
What is the Line Items widget on Deal Journey View?
What is the Tasks widget on Deal Journey View?
What is the Documents widget on Deal Journey View?
What are the views available in Deals?
What are the benefits of contact roles?
What are the benefits of having deal revenue line items?
What is a deal?
What actions can I perform on the Summary View of a deal?
Where can I find the records related to a deal?
How do I mark a deal as Closed?

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:
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.
4. Choose a sales stage in the new pipeline to map the time spent in the current sales stages.
5. Click Save.
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