Quick Action - Pipeline Change

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.
    
8. Add/Update Opportuinty
   ****Click on the save button to add or update the changes you made.