Change Pipeline
Print
Modified on: Tue, 2 Aug, 2022 at 5:26 PM
Here you can manually move a single contact or a group of contacts to a different pipeline in your opportunities section

To add a contact to any of your opportunities, you have to select the contact/s you want to add or update

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
Did you find it helpful?
Yes
No
Send feedback Sorry we couldn't be helpful. Help us improve this article with your feedback.