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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 2 weeks 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.

Please note that moving opportunities from pipeline to pipeline may result in a loss of tasks and scores, as well as data in fields that may not exist in the new pipeline. Please contact us if you have any questions.

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

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