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How to move prospects between opportunities

How do i move prospects forward without moving the opportunity forward

Written by Jordan Shlosberg
Updated over 4 months ago

Very often, you'll come across a situation where one prospect in an opportunity becomes a hot lead. They've bitten on your outreach and now you need to move them forward in the kanban board without moving the whole opportunity.

If you click the triple dots on the prospect, you will see some quick menu items

  • Move to new opportunity -> This removes the prospect from this opportunity and creates a new opportunity in the same stage, which you can move forward

  • Move to new -> This removes the prospect from this opportunity and adds them to the opportunity that you choose

  • Copy to new opportunity -> The prospect stays in this opportunity and is ALSO added to a newly created opportunity in the same stage, which you can move forward

  • Move to new -> The prospect stays in this opportunity and is ALSO added to the existing opportunity of your choice

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