In your HubSpot Sales Professional 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. To do so:
Please note: users who are integrated with Salesforce cannot have multiple deal pipelines.
- In your HubSpot Sales Professional account, navigate to Deals.
- Click the name of the deal you'd like to edit.
- At the top left, click the dropdown menu next to the current pipeline's name.
- In the dialog box that appears, select the new pipeline from the top dropdown menu and the deal stage within that pipeline from the bottom dropdown menu.
- Click Save.
If you'd like to move multiple deals to a new pipeline at once, check out this article.
You can also set the pipeline for the deal by clicking View all properties and finding the Pipeline property. Click the dropdown menu to access the dialog box and set the new pipeline and deal stage.