How can I move a deal from one pipeline to another?

Last updated: December 16, 2016

Available For:

Marketing: N/A
Sales: Free, Professional

Within HubSpot CRM, you can use multiple deals pipelines to align with your sales process. There may be times when you want to change which pipeline an existing deal appears in. To do so:

  • Navigate to Deals in the HubSpot CRM. 
  • Click the name of the deal you'd like to edit. 
  • At the top left, click the dropdown next to the current pipleline's name.
  • In the dialogue box that appears, select the new pipeline from the top dropdown and the deal stage within that pipeline from the bottom dropdown. 
  • Click Save

You can also set the pipeline for the deal by clicking View all properties and finding the Pipeline property. Click the dropdown to access the dialogue box and set the new pipeline and deal stage. 

If you'd like to move multiple deals to a new pipeline at once, check out this article.