CRM

lisat2m
Top Contributor

Rename a pipeline

SOLVE

We currently have 3 pipelines and I'd like to rename them and create an additional pipeline. What happens to the deal that are active, not Close Won or Closed Lost, in that pipeline; do they automatically update with the new pipeline name? What about deals Closed Won and/or Closed Lost?

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Rename a pipeline

SOLVE

Hi @lisat2m 

 

Having just tested, I can confirm that when you rename a pipeline, the pipeline property on all deals, open and closed, updates to the new name. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

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Phil_Vallender
Solution
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Rename a pipeline

SOLVE

Hi @lisat2m 

 

Having just tested, I can confirm that when you rename a pipeline, the pipeline property on all deals, open and closed, updates to the new name. 

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies