I would like to bring up the idea to link deals or duplicate from one pipeline to another pipeline to trigger the workflow in the other pipeline. All notes, tasks, contacts, etc are duplicated into the other pipeline.
Example: A deal that is in the sales pipeline has reached the deal stage "closed won." The salesperson wants to hand over the deal to the customer success team, but not lose the deal value associated in the "closed won" column. The deal needs to be completely duplicated with all notes saved and moved to the proper deal stage in the customer success pipeline so the workflow can be initiated.
I spoke with someone in the chat system and I was directed here so that I can express my request.
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