Automated Front End Training
How to Change Pipeline for Contacts?
How to Change Pipeline for Contacts?
How to Change Pipeline for Contacts?
Go to Contacts, select the contacts you want to add or change the pipeline for, then click the funnel shaped button.
Fill in the Fields and From the Dropdowns select your desired:
- Pipeline
- Pipeline's Stage
- Lead Value
- Opportunity Status
Then, After Naming your Action move forward.
Your Contact will be added to a new pipeline now!