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 Pipeline dropdown menu and select a pipeline.
- In the dialog box, click the Stage dropdown menu and select a deal stage.
- Click Save.
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 .
- Use the dropdown menus to select a new pipeline and deal stage, then click Save.
Move multiple deals
If you want 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.
- 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.
- Click Update.
