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.
| Tip: For guided step-by-step instructions in the extension, follow the In-App Tour "How to move a Box"|
Moving Boxes to Another Pipeline in Bulk
- Navigate to the Pipeline where the Box or Box(es) currently are
- Select the Box(es) you would like to move with the checkboxes
- Select the Move checked box(es) to different pipelines button.
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.
Note - When moving a Box that contains Dropdown columns between Pipelines, the options in the Dropdown menu won't be automatically added to the new Pipeline. You will want to add-in all of the Dropdown columns options in the new pipeline before moving the Box or the data will be lost.
Example - If your Box as a dropdown option of "Apple" selected and you want to move it to a new pipeline, add "Apple" as an option to the dropdown column in the new Pipeline before moving the Box.
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 can't 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.