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You can move leads between stages but not between pipeline. |
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It is possible to move a lead between pipelines using workflows. To do this, you just need to create a stage on the pipeline that receives the leads that need to be moved. Then you will create a workflow for the lead update event. This workflow will check if the lead stage is equal to the stage that you defined to receive leads that need to be moved. If it is that stage, then the action is to update the lead pipeline to the pipeline that you want to move this lead to. |
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Hello, is it possible to move pipeline leads?
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