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Move a record from one pipeline to another

Last updated: January 15, 2025

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

Marketing Hub   Starter , Professional , Enterprise
Sales Hub   Starter , Professional , Enterprise
Service Hub   Starter , Professional , Enterprise
Operations Hub   Starter , Professional , Enterprise
Content Hub   Starter , Professional , Enterprise

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:

  • Navigate to your records.
  • Click the name of the record you want to edit.
  • 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.
  • In the dialog box, click the dropdown menus and select the pipeline and stage to which you want to move the record.
  • Click Save.

Move multiple records to another pipeline

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

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

  • Click Update.
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