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How do I Copy / move Prospects in one Pipeline, to another?

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Great question! Here's how to copy or move prospects between pipelines:

  1. Go to the pipeline where your prospects currently are
  2. Check the box next to the prospect(s) you want to move (you can select multiple at once for bulk actions)
  3. Look for the "Copy To" option in the bulk actions menu at the top of the page
  4. Select the destination pipeline

A couple of things to keep in mind:
- Some pipelines have contact type restrictions (for example, the Connectors pipeline only accepts people, not organizations), so make sure your contact type matches the destination pipeline's requirements
- This works great for things like moving a Connector who becomes an LP prospect over to your Investors pipeline

Let me know if you run into any issues!

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