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How do I Change a Booking's Pipeline?

Move my Booking to a different pipeline- Change Pipelines from the Booking Summary Screen- I need to move a Booking to another Pipeline- How do I update a bookings pipeline- Is there a way to move Bookings into different Pipelines

Updated over a month ago

From the Booking Summary Page:

  1. Open the Booking you wish to change Pipelines

  2. At the top of the Booking Summary Page, click on the Pipeline name:

  3. Select the Select the new Pipeline & Stage from the dropdown

  4. Click Apply

To easily update the Pipeline Stage within the Booking Summary, simply click on the stage to change it.


​From the Pipeline:

From the Pipeline view you can Click & Drag Bookings to change their Pipeline stage.

Alternatively, to update multiple Bookings in the Pipeline:

  1. Click the checkbox on the relevant booking/s

  2. At the top of the page select Batch Actions

  3. Select Change Stage

  4. Select the new Pipeline and Stage from the dropdown

  5. Click Apply

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