How do I change the Pipeline in a Deal?

Customer Success Team

This article will show you how to change the Pipeline for a Deal that has already been created in your TieiT CRM:

1. When viewing the Deal Details of a Deal,

2. Click the Details Tab to the right,

3. The Pipeline name will be shown,

4. Click on the EDIT button

5. When in Edit mode you can click the drop down and select a new Pipeline,

6. After you have selected the Pipeline click on SAVE,

7. You will be asked to confirm the change,

8 .The Details will reflect the new pipeline,

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