Adding a contact to a pipeline

From any page in the CRM:

• Mouse over "Add" in the navigation bar and select the desired pipeline name in the menu.
• Choose where to attach the pipeline. Attach it to a new contact or company, or attach it to an existing contact or company.
• Select the appropriate status. If applicable, fill in any custom field data.
• (Optional) Select “Note” to save a note associated with the pipeline. Select “Task” to create a reminder for that contact.
• Select “Create [Name of pipeline]” to save.
• Attached pipeline items will display near the top of the record. To update your contact’s pipeline, click on the existing pipeline item from the contact record, or from the pipeline report page.

From a contact or company record:

• Go to the contact or company directly. Mouse over the “Attach an item” option in the upper right.
• Select your pipeline from the dropdown list, and select the appropriate status. If applicable, fill in any custom field data.
• (Optional) Select “Note” to save a note associated with the pipeline. Select “Task” to create a reminder for that contact.
• Select “Create [Name of pipeline]” to save.
• Attached pipeline items will display near the top of the record. To update your contact’s pipeline, click on the existing pipeline item from the contact record, or from the pipeline report page.
• Need to delete a pipeline item? Learn how here.