Move Jobs to Another Pipeline

You can move jobs between pipelines. If you have jobs that you want to perform in another pipeline. For example, it might be helpful when you need to continue working with a client in another pipeline. You can also choose the stage in the pipeline you want to place the jobs and all of the automations of that stage will be triggered.

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com
If you haven’t heard of TaxDome, join our daily demo to see automations in action: taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm

You can move jobs between pipelines. If you have jobs that you want to perform in another pipeline. For example, it might be helpful when you need to continue working with a client in another pipeline. You can also choose the stage in the pipeline you want to place the jobs and all of the automations of that stage will be triggered.

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms taxdome.com
If you haven’t heard of TaxDome, join our daily demo to see automations in action: taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm