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Move a deal across boards
Deals move between boards with their fields, notes, documents, and timeline intact.
1
Open the deal
Open the deal detail from any board or Smart List.
2
Header menu → Move to board
Pick the destination board.
3
Land in the right stage
Choose the stage the deal enters on the new board.
4
Audit trail
The move is recorded on the deal timeline, so anyone can see when and why the deal changed lanes.
Why It Matters
Research boards and acquisition boards run different stages. Moving the deal — instead of recreating it — keeps one history per property.