Imagine a situation where you created opportunities in the wrong pipeline/or stage, and you want to move those few opportunities manually.
Follow the step-by-step below:
1 - Access the CRM
2 - Choose the pipeline where those opportunities are and switch to List mode;
In this first example, we will change the pipeline of the opportunities.
3 - Select the desired opportunity/ies, and click the “Transfer opportunity to another pipeline” icon.
4 - Choose the pipeline and the stage to which you want to move the opportunity/ies and click “Transfer”.
In this second example, we will change the stage of the opportunities within the SAME pipeline.
1 - After selecting the opportunity/ies, click the “Move selected opportunities to a stage” icon.
2 - Choose the stage to which you want to move the opportunity and click “Move.
