Adding pipeline items in bulk

Pipelines can be used to track processes that you work with. Learn more about pipelines here.

From the Contact list:

• Please note: adding contacts to a pipeline in bulk will create a unique pipeline item for each selected contact with the exact same status and other pipeline details.
• Mouse over “CRM” in the navigation bar and select the appropriate record type, contacts or companies.
• If necessary, filter your contact list by any desired criteria to pull up just the appropriate records.
• Tick the "Select all" box above the first contact and select all of the records. Or, tick just the box to the left of the desired records.
• Select “Perform bulk action on [number] records” at the bottom of the screen. In the dialog that opens, select “Attach an item.” Then, select your pipeline.
• Select a status. If applicable, enter any relevant custom field data. Note that all selected records will have the exact same status and custom field values.
• Click on the button “Save [pipeline name] for [number] records.” Then, select “Attach to [number] records” to confirm the pipeline item creation.

From the pipeline report:

• Please note: adding contacts to a pipeline in bulk will create a unique pipeline item for each selected contact with the exact same status and other pipeline details.
• Mouse over “CRM” in the navigation bar and select the appropriate pipeline name to go to the pipeline report.
• Go to the list layout by selecting “Display” in the upper right and choosing “List layout.”
• If necessary, filter your pipeline report by any desired criteria to pull up just the appropriate records.
• Tick the "Select all" box above the first contact and select all of the records. Or, tick just the box to the left of the desired records.
• Select “Perform bulk action on [number] records” at the bottom of the screen. In the dialog that opens, select “Attach an item.” Then, select the desired pipeline.
• Please note: if you select the same pipeline, that will create duplicate pipeline entries on the selected contacts. This means you’ll have two pipeline items of the same pipeline on each contact.
• Select a status. If applicable, enter any relevant custom field data. Note that all selected records will have the exact same status and custom field values.
• Click on the button “Save [pipeline name] for [number] records.” Then, select “Attach to [number] records” to confirm the pipeline item creation.