How To Bulk Move Deals In A Pipedrive Pipeline
Here is how you can bulk move deals in a Pipedrive Pipeline:
- From the Deals tab in Pipedrive, go to the List view from the top left options.
- Once inside the List view, select the deals you wish to bulk move.
- Once you select the deals, a Bulk edit menu will appear on the right side, locate the Pipeline/Stage option.
- Select the Edit current value option.
- A new pipeline option will appear allowing you to select which stage to move these deals to.
- Click on the stage you wish to move these deals to.
- Click on Edit deals at the bottom.
- Confirm your choice.
- Go back to the Pipeline view to view changes.
- Your selected deals were bulk moved to a new stage.
This website uses cookies to ensure you get the best experience on our website. Learn More
Got it