Earlier, when a pipeline card was moved to another pipeline, its label would be removed. Now, the label will be retained and shared with the new pipeline.
Use Case: Labels associated with a current pipeline card are now shared across pipelines when the card is moved.
Note: This feature is compatible with both manual and automated move/copy operations for the deal card.
To View Enhancement:
- Navigate to the Pipeline Module.
- Select a deal card via the checkbox.
- Choose the Move option from the multiple select menu.
- Select a deal card and click on Move again.
- Choose the pipeline to which you need to move the selected cards.
- Next, click on Update.
- Next you will see the cards have been moved to a different pipeline and along with it the labels have also been moved.
- Click on it to view the details of the deal card.
- Within Labels the same label will be seen attached after moving to a different pipeline.
