Support Center

Changing Lead Pipeline

Last Updated: May 22, 2014 02:37PM IST
You can change the pipeline of the lead by moving the lead from one pipeline to another. You can Change Pipeline via Lead View and via List View.

1. Change Pipeline from Lead View

To change pipeline for a lead, click on the lead in the pipeline.



Once you're inside the lead, click on the Change Pipeline button in the top menu beside the lead name (highlighted below).



After clicking the button, a popup window will open where you can select the Pipeline and Stage where you want to move the lead. Once you have selected the pipeline and stage for the lead, click on the blue button that says "Change Pipeline". 



 Once done, your lead will be moved to the selected stage in the selected pipeline.

2. Change Pipeline from List View

You can also change the pipeline of the lead/leads from the List View. To move to List View format, click on the View option from the Pipeline menu.




The List View looks like this:-



Now select your lead/leads by ticking on the checkboxes, and you will see an Actions button appear in the top bar. Click on it and then click on Change Pipeline in the drop-down menu. Refer to the highlighted in the image below.



After clicking the button, a popup window will open where you can select the Pipeline and Stage where you want to move the lead. Once you have selected the pipeline and stage for the lead, click on the blue button that says "Change Pipeline". Your lead/leads pipeline will be changed.



 
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