Moving Opportunities between Pipelines allows you to reorganize work, transfer ownership, or align Opportunities with the correct workflow.
Step 1: Open the Opportunity
Navigate to the Opportunity you want to move.
Click the Manage button in the top right corner.
This will open the Manage Opportunity window.
Step 2: Select the Destination Pipeline
In the Manage Opportunity window:
Click the Pipeline dropdown.
Select the Pipeline you want to move the Opportunity to.
Once selected, the Opportunity will be moved into the destination Pipeline and placed into the appropriate Stage.
Click Save to confirm the change.
Important Considerations
When moving an Opportunity between Pipelines, some data may not transfer if the destination Pipeline does not contain the same configuration.
This may include:
Tasks
Scores
Custom field data that does not exist in the destination Pipeline
Stage-specific data
This is because each Pipeline can have its own:
Stages
Fields
Tags
Scores
Workflows
Best Practice
Before moving an Opportunity, confirm that the destination Pipeline contains the required fields and structure to prevent unintended data loss.