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From one pipeline to another
I have a new business pipeline we use for prospective accounts we are working on.
Depending on what happens we either win, lost or are still waiting to hear - these three options are drop down boxes. They are also RGY colour coded.
Is there a way to send a line to another sheet (pipeline)?
I.e. if we are unsuccessful in picking up an account and we choose "lost", this entire line is removed from this sheet added to a seperate sheet for us to follow up on again next year.