My pipeline has too many stages. I need to separate the marketing/biz dev from the sales activities.
How do I move deals from one pipeline to another?
Best answer by Michelle from Copper
View originalMy pipeline has too many stages. I need to separate the marketing/biz dev from the sales activities.
How do I move deals from one pipeline to another?
Best answer by Michelle from Copper
View originalHi
You can move an individual Opportunity to another Pipeline by using the Pipeline dropdown for that Opp.
Bulk edit allows you to move multiple Opps at once. First, you’ll have to make sure you’re viewing your Opps in List View.
Then you can do a bulk edit.
You can get Copper to automatically move Opps from the Marketing Pipeline to the Sales Pipeline using our Workflow Automation tool.
To do this, go to Settings > Automation > Workflow Automation > Add Workflow. You’ll need to be a Copper admin to see this area.
Your setup would look something like this:
To learn more about workflow automation, check out this guide. We also run a weekly workflow automation Q&A if you’d like to talk to someone live.
Let me know if you have any questions about these options
Thank you! That is exactly what I needed.
If anything else comes up, feel free to leave another comment on this thread (it notifies me directly) or post a new topic.
Thanks Steffan
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