To align with your sales process, you can create and use multiple pipelines. You can easily move one or multiple deals from one pipeline to another if necessary.
For example, if you're a kitchen manufacturer who's selling both ready-made and custom cabinets, you could have a customer who wants to buy ready-made cabinets but then decides, later on, to place a custom order instead. You would then need to move their deal from the "Showroom Sales" pipeline to the "Custom Order" one, as the deal will need to go through other stages.
Change your deals to another pipeline
You can change your deals to another pipeline and to a specific stage:
- Go to Deals and select the
Cards view.
- Click the three-dot menu icon
 or Choose action on the deal card that you want to move.
- Click Change pipeline and choose:
- The target pipeline in which you want to move your deal.
- The target stage in which you want to move your deal.
- Click Move deals to confirm.
- Go to Deals and select the
List view.
- Select the deals that you want to move to another pipeline.
- To select multiple individual deals, select the checkboxes next to the deals.
- To select all of the deals on your current page, select the checkbox at the top left of the table.
- To select all of the deals, select the checkbox at the top left of the table and click Select all # deals.
- Click Edit and select the Pipeline attribute.
- Select:
- The target pipeline in which you want to move your deal.
- The target stage in which you want to move your deal.
- Click Move deals to confirm.
- Go to Deals and open the deal you want to move to another pipeline.
- In the Information section of the contact details page, click the Pipeline attribute. To learn more about attributes displayed on a deal details page, check our dedicated article Edit the attributes displayed on a contact, deal, or company details page.
- Select the pipeline you want to move your deal to and choose:
- The target pipeline in which you want to move your deal.
- The target stage in which you want to move your deal.
- Click Move deals to confirm.
Your deals have been moved to the pipeline and stage you've selected.
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