Moving a deal from one Pipeline to another Pipeline

The account owner, CRM Admin, deal owner and follower of a deal can change a deal's pipeline. 

Here's how to change the pipeline of a deal:

  1. Navigate to CRM Application
  2. Select the deal to change its Pipeline
  3. Click on Name of the Pipeline/Stage below deal value (Ref 1)
  4. Select the new pipeline and stage in the pop-up (Ref 2)
  5. Click on Save

Ref 1:

Ref 2:


  1. The owner of the deal remains the same unless it is changed.

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