How can I move a deal to another pipeline?
To move a deal to another pipeline, simply go the Deals Page, click the "3 dot menu" on the Deal Card (Board View) or next to the deal (List View), and click "Edit".
At the top of the Form you will see "Pipeline" as a drop-down. Click the drop down and select the Pipeline you wish to associate with the Deal. Click "Update".
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When you move a Deal to a different Pipeline, the Phase the Deal is in, as well as its status (Won, Lost, Abandoned) gets reset.