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:
- Navigate to CRM Application
- Select the deal to change its Pipeline
- Click on Name of the Pipeline/Stage below deal value (Ref 1)
- Select the new pipeline and stage in the pop-up (Ref 2)
- Click on Save
- The owner of the deal remains the same unless it is changed.