Overview
You can move a lead from one pipeline to another, and set which status it lands in. This works for a single lead, or for a whole group at once.
You would use this when leads were added to the wrong pipeline, or when they need to move to a different part of your process.
Steps
Part 1: Move One Lead
There are two ways to do this. Both open the same window, so use whichever you are closest to.
Option A: From the pipeline
Hover your mouse over the lead.
Click the pen icon to edit.
Scroll to the bottom, to the third section, Pipeline Status.
Choose the pipeline you want the lead in.
Choose the status it should have.
Click Update Details.
Option B: From inside the lead
Open the lead.
Hover your mouse over the property address at the top.
Click the pen icon.
Choose the pipeline and status.
Click Update Details.
Part 2: Move Many Leads at Once
Step 1: Narrow down your leads
Create a filter for the leads you want to move.
The video filters by Lead Status, picking everything under Contact Made.
Click Continue, then apply the filter.
Step 2: Switch to List view
Change your view to List.
You cannot do this in bulk from any other view.
Step 3: Select your leads
Select all the leads showing.
The Actions drop-down will appear.
Step 4: Open the change option
Click Actions.
Click Change Status.
Despite the name, this is also where you move leads to a different pipeline.
Step 5: Choose the pipeline
You will see every pipeline in your account. Select the one you want to move the leads into.
Step 6: Choose the status
Open the drop-down and pick the status the leads should land in.
Step 7: Confirm
Click Change Status.
Your leads have now moved.
Important Notes
The bulk option is called Change Status, but it moves leads between pipelines as well. If you are looking for a "change pipeline" option, this is it.
You must be in List view to move leads in bulk.
Filter first. Whatever is selected when you click Actions is what gets moved.
Moving a lead always sets a status too, so decide both before you start.
For a single lead, the pipeline and status live at the bottom of the edit window, in the Pipeline Status section.
Troubleshooting
You cannot find an option to change the pipeline
For a group, use Actions then Change Status — the pipeline choice is inside it. For one lead, it is in the Pipeline Status section of the edit window.
The Actions drop-down is not appearing
Switch to List view and select your leads.
The wrong leads moved
Your filter probably included more than you meant. Check the filter before selecting, and review what is selected before confirming.
Your leads moved pipeline but are in an odd status
The status is chosen at the same time as the pipeline. Set both together, and run the move again to correct it.
Summary
You moved leads to a different pipeline. For a single lead, you clicked the pen icon, opened the Pipeline Status section, chose the pipeline and status, and clicked Update Details. For a group, you filtered your leads, switched to list view, selected them, and used Actions then Change Status to pick the new pipeline and status.