How To Bulk Move Deals In A Pipedrive Pipeline

How To Bulk Move Deals In A Pipedrive Pipeline

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