Move Opportunities from one pipeline to another
complete
M
Matt McLelland
I want to be able to move a lead from one opportunity pipeline to another.
For example: A lead goes through all the steps in a pipeline to become a customer... then they get added to an onboarding pipeline to help them get setup.
This would be especially useful for agencies.
HIGHLVL-I-264
T
Troy Greenberg
Thats only part of the problem... we must be able to automate moving an opportunity from one pipeline to another...
Core Platform
complete
Pipeline of an Opportunity can be edited inside the edit opportunity modal in the Opportunity tab. The opportunity will be moved from the current pipeline to the one specified. Marking this as completed, do set up a call at https://speakwith.us/puru if you face an issue
T
Team OS
Core Platform Can this be done with an automation? When I create/update the opportunity in the automation to a different pipeline, it just duplicates the opportunity into the other pipeline, and stays in the pipeline it is currently in.
M
Marinus Hvelplund
Team OS and Core Platform +1
Core Platform
Pipeline of an Opportunity can be edited inside the edit opportunity modal in the Opportunity tab. The opportunity will be moved from the current pipeline to the one specified. Marking this as completed, do set up a call at https://speakwith.us/puru if you face an issue.
Core Platform
under review
Z
Zach Swartzendruber
When having an Opportunity and/or Contact Open, Most CRMs allow you to change the stage and or pipeline at the top of the screen. I do not like that you have to go to the very bottom of the contact and have a tiny edit button to move the pipeline and stage. This should be at the top and very accessible.
J
John Demitri
Everything being asked for here can be done with triggers and zappier.
T
Trey McClure
John Demitri: You don't even need to use zapier; do it through a workflow in HighLevel
A
Alexe Huet
Trey McClure How is it possible to do it with workflow? For example, trigger would be form submitted - action move opportunity to onboarding -> active stage
D
Dima Nazarenko
Def something I would like to see as well. Closing and re-oppening opps will skew the reporting and analytics
R
Russell Naidoo
Is there a way to duplicate the lead to a different pipeline? Instead of moving it?
P
Peter Michael
Also, it would be nice to have If deal is moved to a certain stage, move the deal to a different pipeline AND delete from the initial pipeline so it doesn't duplicate the deal? so far ive been able to only get it to create another deal in a different pipeline essentially duplicating it instead of moving or "replacing"
V
Varun Vairavan
You can already set up a trigger to do this. If opportunity is marked as won in pipeline A -> Create opportunity in pipeline B
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