How to move a deal to another pipeline

Moving a deal to another pipeline is useful when a lead moves from one process to another — for example, from Sales to Onboarding after they sign.

Move a deal

Open the deal and change the Pipeline field in the deal details on the right, then choose the stage it should land in. To move several deals at once, switch to List view and change the pipeline for each row.

The deal keeps its contacts, linked emails, notes, tasks and activity history.

Fields after moving

Fields are workspace-wide, but a custom field can be hidden in some pipelines. If fields seem to be missing after a move, the data is still there — check the field's Visibility in Settings → Data fields. See how to show or hide fields in a pipeline.