Deals

How can I bulk edit the Deal pipeline for multiple deals?

Last updated: December 16, 2016

Available For:

Marketing: N/A
Sales: Free, Professional

For teams that are just starting to use HubSpot CRM's multiple deal pipeline feature, there can be a need to move several deals from one pipeline to another. This article will walk through changing the deal stage of several deals at once.

  • Navigate to Deals using navigation at the top of the CRM
  • Make sure to click the Table view

  • Use the checkboxes on the left side of your deal view to select multiple deals
  • Once you are happy with your selection, select the Bulk edit from the top menu

  • Next, you will be prompted to select the Property to update. Select the property Pipeline
  • Once Pipeline is selected, you will have the ability to select which pipeline you'd like to move the deals into, as well as the Deal Stage
  • Finally, select Update to finish the bulk edit process