I’d like to take about 500 people who already exist in Copper as leads but move them to a new pipeline. In other words, all 500 people already exist as people in Copper, but I want to put them in a new pipeline. Can this be done in bulk? I can’t seem to figure out a way to add opportunities outside of creating a new one or importing a list. If I imported a list, would these records duplicate? Thanks for your help!
Login to the community
Social LoginLogin with Token
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.