Related Questions:
Assign my Event to a different Pipeline
Change pipelines
how do I move a booking from one pipeline to another?
Are we able to move a booking from 1 pipeline to another?
Procedure:
A booking can be moved to a different pipeline from the Booking Pipeline, from the Bookings List page, or from the individual Booking Summary page.
From the Booking Summary Page
Click on the Pipeline Name/Pipeline Stage below the Pipeline diagram
Select the New Stage dropdown
Click on the Stage in the Pipeline you wish to move it to
Click Submit
From the Bookings Pipeline
Find the Booking in your List
Click on the checkbox on the left-hand side of the Booking Line Item(s) you wish to move
Select Change Stage from the actions dropdown that appears at the top of the pipeline
Click Apply
Select the New Stage dropdown
Click on the Stage in the Pipeline you wish to move it to
Click Submit
From the Bookings List
Find the Booking in your Pipeline
Click on the checkbox on the left-hand side of the Booking card(s) you wish to move
Select Change Stage from the actions dropdown that appears at the top of the pipeline
Click Apply
Select the New Stage dropdown
Click on the Stage in the Pipeline you wish to move it to
Click Submit
Additional Information: