Move deals from one stage to another

SOLVE
MCardona
Member

Hello,

 

I would like to move all the deals from an stage A that is in a pipeline X to an stage B that is in a pipeline Y.

 

Is it possible? 

 

Thank you in advance,

 

Marta

CRM
1 Accepted solution

Accepted Solutions
karstenkoehler
Solution
Hall of Famer

Hi @MCardona,

 

Yes, it is! Navigate to your Deals view and select the list visualization (right next to the number of deals on the upper left):

 

karstenkoehler_3-1614686116024.png

 

You can can now select all the deals by ticking the appropriate checkboxes. Next, click the Edit button:

 

karstenkoehler_0-1614685989069.png

 

In the pop-up, search for "Pipeline" in the dropdown menu. This is where you can choose the target pipeline and stage:

 

karstenkoehler_2-1614686099008.png

 

Hope this helps!

 

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer

Hi @MCardona,

 

Yes, it is! Navigate to your Deals view and select the list visualization (right next to the number of deals on the upper left):

 

karstenkoehler_3-1614686116024.png

 

You can can now select all the deals by ticking the appropriate checkboxes. Next, click the Edit button:

 

karstenkoehler_0-1614685989069.png

 

In the pop-up, search for "Pipeline" in the dropdown menu. This is where you can choose the target pipeline and stage:

 

karstenkoehler_2-1614686099008.png

 

Hope this helps!

 

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post