Question

Move pipeline entry to a different pipeline

  • 20 December 2023
  • 0 replies
  • 13 views

Userlevel 3
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Most of our sales are on a <3 month cadence.

Sometimes, during the course of an opportunity, there is a redirect. The opportunity is not dead, but becomes more of a bizdev activity for some time.

We are reluctant to close it as lost, since its not.

But, its not a current opportunity.

I would like to have a 2nd pipeline which is e.g. ‘longer-term projects’, and, move it from the current sales pipeline to that other pipeline.

How may I achieve this?

 


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