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Moving Opportunities between Pipelines

Move an opportunity from one pipeline into another

Josh Chua avatar
Written by Josh Chua
Updated over 3 years ago

If you need to move an opportunity from a pipeline into another, you can do so by going into an opportunity and clicking the "Manage" button on the top right-hand corner.

Click on the Pipeline dropdown to select the destination pipeline and stage. Click "Save" to move the opportunity.

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