Pipeline: Moving deals to another pipeline

Follow these steps if you need to move a deal to a different pipeline

1. Click on the deal
   
2. Click the Stage to select the pipeline and stage you would like to transfer this deal to
   
   
3. In the Deal activity section, you will see a line item describing the move with a time stamp
   
4. Alternatively, you can move deals to another pipeline as a bulk action by accessing the List View. To do so, navigate to the pipeline the deals are currently located in and click List to access the List View:
   
5. Select one or more deals from the list and then click the Move stage button at the bottom of the page
   
6. From the Move stage view, click the dropdown to specify the pipeline you’d like to move the deals to
   
7. Now select the stage they should be placed into
   
8. Once the desired Pipeline and stage have been specified, click the Move deals button to actually complete the move.