How to move all projects from one stage to a different stage in MeasureSquare CRM

How to move all projects from one stage to a different stage in MeasureSquare CRM

In this article, we will show you how to move all projects from one stage to a different stage in MeasureSquare CRM.

You can easily move all projects from one stage to another stage in your pipeline by deleting this stage on your settings instead of manually dragging all of these projects.

Here are the steps: 

Step 1: Go to ⚙️Settings
Step 2: Select Pipelines & Stages
Step 3: Choose your preferred pipeline, click on the 3 dots and select Edit



Step 4: Delete the stage where you want all your projects to be moved from




Step 5: Select the stage where you want to move all the projects to from its current stage
Step 6: Select Save
Info
Once saved, the selected stage will be deleted and all the projects will be moved to your newly chosen stage



For any questions, you may reach out to our Support team via support@measuresquare.com or our CRM experts:

    • Related Articles

    • How to set up an Archive Pipeline in MeasureSquare CRM

      In this article, we will cover how to create an Archive Pipeline and explain its practical applications. This applies to MeasureSquare CRM. An Archive Pipeline is used for managing and organizing projects or deals that are no longer active. There may ...

    • How to Customize Pipelines & Stages in MeasureSquare CRM

      In this article, we will cover what the pipeline page is and how to make your own custom pipeline fit for you and your team. Additionally, we will show how to create a sales pipeline to indicate projects that are 'Won' and 'Lost'. This applies to ...

    • How to move multiple projects at once in MeasureSquare CRM

      How to move multiple projects at once in MeasureSquare CRM In this article, we will show you how to move projects from one pipeline to a different pipeline in MeasureSquare CRM. You may move multiple projects and move them to a different pipeline ...

    • How to Import Projects into MeasureSquare CRM

      In this article, we will show you how to mass import your projects into MeasureSquare CRM using an Excel file. You can easily import all your project data to the CRM using an Excel file via the Import Projects tool. Here are the following steps: Step ...

    • How to Customize Pipelines in MeasureSquare CRM

      In this article, we will cover how to set up and customize pipelines in MeasureSquare CRM This article applies to MeasureSquare CRM. 1. From the homepage, click on your profile in the top right corner then click on Settings 2. To view pipelines, ...