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.
CRM
records
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