Improve Pipeline Template Toggle Visibility | Feature Requests

Improve Pipeline Template Toggle Visibility

closed

Paige Elmore

As a user, I would like to have the ability to copy my pipeline (its stages, descriptions) when creating another pipeline so I do not have to manually apply/ adjust any changes.

June 11, 2021

This post was marked as

closed

Chase Needler

updated the status to

in progress

Chase Needler

updated the status to

planned

Chase Needler

updated the status to

under review

Courtney Walker

similarly, it would be nice to have a "copy pursuit" capability. if we are not able to bid on an opportunity for most recent bid cycle, would save time to "copy" the opportunity for a future record instead of recreating and copy/pasting the no-bid record