Copy pipeline stages to other pipelines

We use pipelines to track funding opportunities for different projects we are working on. The stages of the different pipelines are often exactly the same or only slightly different. The ability to 'copy stages' so that I can create new pipelines for new projects without having to re-type each stage over and over, would be really ideal.

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  • Chloe, we build out our pipelines on a spreadsheet before we ever upload them to Insightly. That way if we need to create a pipeline that is similar but different, we can vet it out on a spreadsheet before we take the time to upload it. Then it's more copy and paste. I hope that helps. 

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  • Chloe is correct. A great deal of time is wasted because you cannot copy stages from one pipeline to another.

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  • Want.

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  • want

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