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Moving a pipeline from one contact to another

Here’s how to transfer a pipeline item from one contact to another:

  • Go to the pipeline report or the contact that currently has the pipeline item saved.
  • Click on the pipeline item that you’d like to transfer.
  • In the dialog that opens, select “Actions” in the upper right. Then choose “Transfer” in the dropdown that appears.
  • Search for the desired contact and select them.
  • Select “Change contacts” to move the pipeline item and all of its related notes to the contact you’ve selected.
  • Please note: You must have edit access to both contacts to transfer a pipeline item. If you do not have edit access to both contacts, you will not be able to transfer the pipeline item.
Next up:
Transfer, switch, change
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