how can I set up a workflow that automatically moves a deal back to its original pipeline if it gets moved inappropriately?
Hi @TPalethorpeUK,
No need for a workflow (at least if you’re on Sales Hub Professional or higher). This can be done with pipeline rules
Set up rules for object pipelines
Best regards!
How does a notes app help with this issue?
@TPalethorpeUK this is the link I shared, are you seeing something different? Set up rules for object pipelines