How To Move A Box To A Different Pipeline
Moving Boxes between Pipelines is really useful if you have more than one Pipeline where you manage the same customer. With the ability to move Boxes you can now start a customer of in a Sales Pipeline and once you close the deal, you can move the customer to the Accounts Management Pipeline.
Moving a Single Box to Another Pipeline
- Navigate to the Box Details View of the Box you would like to move
- Select the folder icon in the Box's toolbar
- Select the Pipeline you would like to move the Box to from the drop down
| Tip: For guided step-by-step instructions in the extension, follow the In-App Tour "How to move a Box"|
Moving Multiple Boxes to Another Pipeline in Bulk
- Navigate to the Pipeline where the Boxes currently are
- Select the Boxes you would like to move with the checkboxes
- Select the Move to new Pipeline menu in the More drop down
Check for matching Custom Columns before moving your Box...
Moving the Box will move the Box details and any emails, comments, files, tasks and timeline entries that are inside the Box to the new Pipeline. One thing to be careful about is that if the new Pipeline doesn't have the same Custom Columns that the old one does, you will lose that data. The Custom Column data will only if a move with the Box if Custom Column also exists in the new Pipeline.
For an easy way to ensure that both Pipelines have the same Column configurations, you can select the option to Create Similar Pipeline from the Pipeline menu to clone your current Pipeline structure. You can then customize the copied Pipeline further, keeping the Columns that need to preserve the Box data when moved.
Why cant I move my Boxes across Pipelines?
If you are trying to move a Box from one Pipeline to another and receive an error that the Box cannot be moved, you may be trying to move a Box to a Pipeline owned by a different Team. If this is the case, please Contact Us for help.