Moving a deal to a different pipeline in your CRM lets you track deals across different sales processes — for example, when a lead transitions from a prospecting pipeline to an active sales pipeline. Each move is recorded automatically in the Deal activity feed with a date and timestamp.

How to Move a Single Deal to a Different Pipeline

1. Click on the deal you want to move. This opens the Deal card.

   [Screenshot shows a Deal card open, displaying the deal name, associated contact, value, and current stage at the top of the card.]

2. Click the Stage field on the Deal card to open the pipeline and stage selector.

   [Screenshot shows the Stage field selected on a Deal card, with a dropdown displaying available pipelines and stages to choose from.]

3. Select the pipeline you want to move the deal to.

   [Screenshot shows a pipeline selected from the dropdown, with a list of available stages within that pipeline displayed below it.]

4. Select the stage within that pipeline where the deal should be placed. The deal moves immediately after selection.

   [Screenshot shows the Deal activity section at the bottom of the Deal card, displaying a new line item that records the pipeline and stage change along with a date and timestamp.]

How to Move Multiple Deals to a Different Pipeline at Once

If you need to move several deals at the same time, use the List View bulk action. This saves time compared to moving deals one by one.

1. Navigate to the pipeline where the deals are currently located.

   [Screenshot shows the pipeline page in your CRM with the Kanban board view displayed by default.]

2. Click List in the upper right area of the pipeline page to switch to the List View.

   [Screenshot shows the List View of the pipeline, displaying all deals in the pipeline as rows in a table with columns for deal name, stage, contact, and value.]

3. Select one or more deals from the list by checking the checkbox to the left of each deal row.

   [Screenshot shows two deals selected in the List View, with checkboxes checked next to each selected deal row.]

4. Click the Move stage button that appears at the bottom of the page after deals are selected.

   [Screenshot shows the Move stage button displayed at the bottom of the List View after deals are selected.]

5. Click the pipeline dropdown in the Move stage panel and select the pipeline you want to move the deals to.

   [Screenshot shows the Move stage panel open with a dropdown displaying the available pipelines to choose from.]

6. Select the stage within the selected pipeline where the deals should be placed.

   [Screenshot shows the stage selection within the Move stage panel, displaying the available stages for the chosen pipeline.]

7. Click the Move deals button to complete the move. All selected deals transfer immediately to the chosen pipeline and stage.

   [Screenshot shows the Move deals button in the Move stage panel, ready to confirm the bulk move action.]