CRM > Deals / Moving a deal to another pipeline

Moving a deal to another pipeline

A company can have multiple pipelines, for example, for wholesale and retail sales or for different business lines. In that case, deals can easily move from one pipeline to another.

Suppose you sell furniture and also make it to order. The client wants to buy a ready-made set of furniture but at a certain stage of the deal decides to place a custom order instead.  Therefore, you need to move the deal from the “Stock Sales” pipeline to the “Production” one as other work stages and statuses have to be applied.

To do this, open the deal page. On the sidebar, in the Status field, click Change and then Select pipeline.

A window for selecting the desired pipeline will appear. Here you can also set the suitable status from this pipeline.

After you click Save, the deal with the new status will move to the selected pipeline.

 

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