From one pipeline to another

Matt Almond

Hi there,

 

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.

Michael Bell

The easiest way is to right click on the far left side of the row, (the area to the left of the row number) and choose "Move Row to Another Sheet...".

 

To Automate it, you would need a 3rd Party App like Zapier to make the move based on a set of criteria.