How To Bulk Move Deals In A Pipedrive Pipeline



Guide

  1. From the Deals tab in Pipedrive, go to the List view from the top left options.

  2. Once inside the List view, select the deals you wish to bulk move.

  3. Once you select the deals, a Bulk edit menu will appear on the right side, locate the Pipeline/Stage option.

  4. Select the Edit current value option.

  5. A new pipeline option will appear allowing you to select which stage to move these deals to.

  6. Click on the stage you wish to move these deals to.

  7. Click on Edit deals at the bottom.

  8. Confirm your choice.

  9. Go back to the Pipeline view to view changes.

  10. Your selected deals were bulk moved to a new stage.

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