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lisat2m
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Rename a pipeline

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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
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Participante de valor | Parceiro Diamante

Rename a pipeline

resolver

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

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Phil_Vallender
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Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

Rename a pipeline

resolver

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