Deals

Move a deal from one pipeline to another

Last updated: February 8, 2019

In your HubSpot Sales Hub Professional or  Enterprise account, you can use multiple deal pipelines to align with your sales process. There may be times when you want to change which pipeline an existing deal appears in. You can move an individual deal, or move multiple deals at once to a different pipeline. 

Please note: users who are integrated with Salesforce cannot have multiple deal pipelines.

Move one deal

  • In your HubSpot account, navigate to Sales > Deals.
  • Click the name of the deal you want to edit. 
  • At the top left, click the dropdown menu next to the current pipeline's name.
  • In the dialog box that appears, click the Pipeline dropdown menu and select the new pipeline, then click the Deal stage dropdown and select a deal stage. 
  • Click Savechange-deal-pipeline

 

You can also change the deal's pipeline by editing the Pipeline deal property:

  • On the About card on the left side of the deal record, click View all properties
  • Search for the Pipeline property, then click the pencil icon edit
  • Use the dropdown menus to select a new pipeline and deal stage, then click Save

Move multiple deals

If you'd like to move multiple deals to a new pipeline at once:

  • In your HubSpot account, navigate to Sales > Deals.
  • Click Table

  • Select the checkboxes next to the deal names whose pipelines you want to edit. 
  • From the top menu, click edit Edit

  • In the dialog box, click the Property to update dropdown menu and select Pipeline
  • Click the Pipeline dropdown menu and select which pipeline you want to move the deals to.
  • Click the Deal stage dropdown menu to select a deal stage for the deals you are moving.  
  • When you're done, click Update to finish the bulk edit process.