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Move a record from one pipeline to another

Last updated: September 3, 2025

Available with any of the following subscriptions, except where noted:

If an object has multiple pipelines, you can move an individual record from one pipeline to another, or move multiple records at once to a different pipeline.

Move a single record to another pipeline

To change a record's pipeline while viewing the record:

  1. Navigate to your records.
  2. Click the name of the record you want to edit.
  3. For deals or tickets, in the top left, click the Pipeline. For any object, in the left sidebar, navigate to the Pipeline property and click to edit the value.
  4. In the dialog box, click the dropdown menus and select the pipeline and stage to which you want to move the record.
  5. Click Save.

Move multiple records to another pipeline

If you want to move multiple records to a different pipeline in bulk:

  1. Navigate to your records.
  2. Select the checkboxes next to the records whose pipeline you want to edit.
  3. At the top of the table, click edit Edit.
  4. In the dialog box, click the Property to update dropdown menu and select Pipeline.
  5. Click the dropdown menu and select the stage and pipeline you want to move the records to (e.g., Appointment scheduled (Sales Pipeline)).
  6. Click Update.
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