How To Bulk Move Deals In A Pipedrive Pipeline
- Log In to Pipedrive: Access your Pipedrive account.
- Go to Your Pipeline: Navigate to the pipeline where your deals are located.
- Select Deals: Check the boxes next to the deals you want to move.
- Click on 'More': Find the 'More' button at the top of the deal list.
- Choose 'Move to': Select the 'Move to' option from the dropdown menu.
- Select New Stage: Pick the new stage in the pipeline for the selected deals.
- Confirm the Move: Click 'OK' or 'Confirm' to finalize the bulk move.
- Check Your Pipeline: Review the pipeline to ensure the deals have been moved correctly.