video1.0<iframe src="https://www.loom.com/embed/57a0abcf19e3481e9dee438329b1a6a8" frameborder="0" width="1690" height="1267" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12671690Loomhttps://www.loom.com12671690https://cdn.loom.com/sessions/thumbnails/57a0abcf19e3481e9dee438329b1a6a8-bf173f5034298c8e.gif65.4825In this video, I walk you through the process of moving an opportunity from one pipeline to another within our system. For example, I demonstrate how to transfer Phyllis's universal life opportunity to our life insurance pipeline. The steps include clicking into the opportunity card and using the three-dot action menu to select "change pipeline." I encourage you to follow along and practice this process with your own opportunities. Let me know if you have any questions!