Overview
When processes change or territories shift, you can move many deals at once into new pipelines or stages to keep data current.
Steps
Go to Leads → Deals and apply filters to identify the deals.
Select rows via checkboxes (or the top checkbox for all).
Click Bulk Actions → Change Pipeline/Stage.
In the dialog, pick the New Pipeline and New Stage, then click Apply.
Tips
Filter precisely (by owner, date) to avoid mis‑moving deals.
Perform bulk moves during low‑activity windows to minimize disruption.
Export before moving to have a rollback reference.
Troubleshooting / FAQs
Bulk action button disabled: You may lack “Bulk Edit Deals” permissions—check your role settings.
Some deals didn’t move: Check filters applied—unfiltered deals won’t be selected.
Deals lost field data: Ensure both pipeline and stage exist in the target pipeline and that custom fields map correctly.