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Nimble's Customizable Deals Feature
Move a deal to a different pipeline
Move a deal to a different pipeline
Ionia avatar
Written by Ionia
Updated over a week ago

Deals can be easily copied so that you can move them to different pipelines.

To copy a deal, visit the Deal Record and click the 3 dots, then choose "Make a copy". Once in the Deal editor, you can choose a different pipeline to move the deal to.

You can also use this feature as a template for similar deals that contains the same information.

For more information about deals, check out the following article:

If you have any questions, please write us at, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.

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