Moving Deals from one Pipeline to Another without Losing Data
May 9, 2018 2:48 PM
We would like to use different pipelines for different deal stages. The first would be from lead to sale. The next would be from sale to delivery of product, and the last would be for customer services issues after delivery. I can't figure out how to move a deal from one pipleine to another without losing the record of the deal in reporting for the previous pipeline. For example, when the first pipeline is won by the completion of the sale, I move the deal to the Sale to Delivery pipeline, but then it no longer is reported as having been a won deal in the Lead to Sale pipeline. Has anyone figured out how to do this?