HubSpot Ideas

MJN

Create a workflow to move one deal from one pipeline to another pipeline

As I am in the process of hiring a SDR, I have created them a new pipline with an abundance of leads to churn through, with the intention of scheduling meetings for me. Once the meeting has been booked, it would be ideal to have that deal from their pipeline transferred into one of my respective pipelines, under the 'initial meeting scheudled' funnel and me as the new deal owner.

 

 

 

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