Change Pipeline

Here you can manually move a single contact or a group of contacts to a different pipeline in your opportunities section 

• Select Pipleine

  Select the pipeline you will like this contact to be in. It is required you fill this portion

• Select Stage 
  You will also select the stage in the pipeline you want them to be. It is required you fill this portion 

• Opportunity Name 
  This is the name that will appear on the contact's card in the opportunities section.
   "Opportunity name" is different from "Contact name", 

• Opportunity Source
  Type in the source (the platform you got the contact from) of the contact you are adding to your 
  opportunity.

• Lead Value
   Input the estimated value of the client/customer should in case you are able to close the deal(s) 
  with them. Once you close the deal, the value will automatically be added to your revenue 

• Opportunity Stage
  You will select the stage you want to put them in your opportunity 

• Action 
  Type the name you will like to describe this action, this will be shown in the tracking report

• Add/Update Opportunity
  Click on the save button to add or update the changes you made