Hi Karsten,
Thank you for the quick response. Let me rephrase. I presently have about 30 Deals in my sales pipeline (1 of 2). I will be making significant changes to this one pipeline. I will be doubling the number of Deals, adding new properties, and changing the funnel stages and probabilities.
I fear there may be a reevaluation of this move a few weeks from now. I think there is a good chance that leadership might want to go back to the way it is now. I know I can easily delete the Deals I add, but the changes in the funnel stages and probabilities will be difficult. I was hoping I could do a backup of the pipeline today, make my changes, and IF there is a request to go back to the ‘old way’ I could do it easily with a backup restore.
Hope that explanation is more clear :-). Thanks again for your thoughtful suggestions.
Ann