Switching People to Another Pipeline

  • 25 June 2021
  • 1 reply

  • New Participant
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How do I switch people to a new pipeline? For example, from Sales to New Client Onboarding?

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Userlevel 7
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Hi @AUM !

To clarify, do you mean switching an Opportunity to a new pipeline? If so, you can simply open up that opportunity and change the selection under the Pipeline field. See below for an example.


Let me know if that addresses your question.