topic Re: Move deals in Bulk From one pipeline to another in Sales Hub Tools

Move deals in Bulk From one pipeline to another

Jonathan_Baker1 — Tue, 19 Dec 2023 12:44:17 GMT

Hey

How can I move multiple deals from one pipeline to another? If there is any workflow for this you can suggest?

Re: Move deals in Bulk From one pipeline to another

karstenkoehler — Tue, 19 Dec 2023 12:50:21 GMT

You can bulk move deals by following these steps: https://knowledge.hubspot.com/crm-setup/how-can-i-bulk-edit-contacts-companies-deals-or-tasks

The property you're updating is 'Deal stage':

This is also explained here: https://knowledge.hubspot.com/crm-deals/how-can-i-move-a-deal-from-one-pipeline-to-another#move-multiple-deals-to-another-pipeline

Keep in mind that when you move deals from one pipeline to another, you'll lose all historic information about deal stage movements in the old pipeline, e.g. when a contact entered a specific stage of the previous pipeline.

Best regards!

Re: Move deals in Bulk From one pipeline to another

Jigar_Thakker — Tue, 19 Dec 2023 12:46:37 GMT

@Jonathan_Baker1

To move multiple deals from one pipeline to another, go to Deals, select the deals you want to move, click Edit, select Pipeline in the Property to update dropdown menu, select the pipeline and stage you want to move the deals to, and click Update: https://knowledge.hubspot.com/crm-deals/how-can-i-move-a-deal-from-one-pipeline-to-another

Let me know if you have any follow-up questions.

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