How do I change the pipeline for a given deal?

If you are using the ActiveDEMAND agency CRM, you have the option to define multiple pipelines.

 

If you create a deal in the wrong pipeline, 

you cannot change the pipeline directly. You can however achieve the same thing by

  1. Create a new deal with the same name in the 'target' pipeline
  2. Once the deal is saved, Merge this deal with the original deal
  3.  Search for the original Deal

  4. Select the Deal with the correct pipeline as the deal to keep

The only 'conflict' will be on the pipeline, thus if you choose the deal with the correct pipeline, this will copy the rest of the details to the new 'correct' pipeline.

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