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How do I Change a Booking's Pipeline?
Updated over 2 months ago

Related Questions:

  • 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?

Procedure:

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 Submit


​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 action

  3. Select Change Stage

4. Select Apply

5. Select the new Pipeline and Stage from the dropdown

6. Click Submit

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