Move an Opportunity to another pipeline keep all data within Opportunity Card
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Brennan Sutey
Need to be able to move an opportunity to another pipeline and keep all the data on the opportunity card including Opportunity details, notes, and also all Custom Opportunity Fields folders.
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A
Aaron Dyess
Using Curated Connector via Make - opportunities can be moved between pipelines and retain all custom fields and notes. Down side is they're not instant, but i have it set to run every 1 min. It's a bandaid until it can be done natively in automation at least. Brennan Sutey
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Michael Kittinger
Yes - would be nice. But no way to do that (currently) via workflows. You have to completely delete the current opportunity and create a brand new opportunity in the new pipeline - losing all notes, followers, custom fields, etc.
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Jay Martin
Core Platform Sales & Marketing When we have multiple pipelines to condense them so its not super big we want to have 3 options,
- Create opp
- Update opp
- Move opportunity
These are all distinct, you could keep create/update but for simplicity it would be better to have 3 especially with multiple opportunities now allowed