CRM

lisat2m
トップ投稿者

Rename a pipeline

解決

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?

0 いいね!
1件の承認済みベストアンサー
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Rename a pipeline

解決

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 | HubSpot Website Agency

元の投稿で解決策を見る

1件の返信
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

Rename a pipeline

解決

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 | HubSpot Website Agency