•Adding multiple contacts to a Pipeline at once | Pink Suite

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•Adding multiple contacts to a Pipeline at once

This guide provides a step-by-step approach to manually adding multiple contacts to a Pipeline at once.

1. Begin by clicking the 'See More' option.

1 To start, click here.

2. Now proceed to select 'Contact Management'.

2 Next, click on "contact management".

3. Next, choose 'My Contacts' from the list.

3 Afterwards, click on "My Contacts".

4. Select an individual contact by clicking here.

4 Click on the element.

5. Opt to select another contact.

5 Click on the element.

6. Select all contacts on this page by clicking here.

6 Click here.

7. Choose to select all contacts system-wide here.

7 Following that, click on "Select all 611 records".

8. Add selected contacts to a pipeline by clicking here.

8 Click here.

9. Select the pipeline you wish to use.

9 Then, click on the element.

10. Now, select a specific stage within the pipeline.

10 Upload

11. Next, enter the opportunity name.

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12. Proceed by entering the opportunity source.

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13. Choose the lead status in this step.

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14. Then, select the opportunity status.

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15. Input an Action name for tracking.

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16. Finally, click here to finalize the pipeline addition.

16 Upload

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