Skip to content

Move a lead to another pipeline

Change which pipeline a lead belongs to when their interest turns out to be something else.

Table of Contents
  • Open the lead card.

  • Click the name of the current pipeline at the top left.

  • Choose the new pipeline.

  • Click Save.

The lead moves to that pipeline's board. Check the stage afterward.

Up next

Next, read Reorder your lead pipelines.