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Pipeline Change

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Pipeline Change
Here you can manually move a single contact or a group of contacts to a different pipeline in your opportunities section.
Add/Update Opportunity
To add a contact to any of your opportunities, you have to select the contact/s you want to add or update
  • 1
    Select Pipeline
    Select the pipeline you will like this contact to be in. It is required you fill this portion.
  • 2.

    Select Stage
    You will also select the stage in the pipeline you want them to be. It is required you fill this portion.
  • 3.

    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”,
  • 4.

    Opportunity Source
    Type in the source (the platform you got the contact from) of the contact you are adding to your opportunity.
  • 5.

    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
  • 6.

    Opportunity Stage
    You will select the stage you want to put them in your opportunity
  • 7.

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