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Add a Contact within a Pipeline Stage

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Bytimothy A
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Overview: 
To add a contact within a pipeline stage, select the stage and enter the contact’s details to include them in that stage. This helps you track the contact’s progress and manage your pipeline more effectively.

Follow these steps to add a contact within a pipeline stage:

Step 1: In your selected Pipeline Stage, you can add a contact using two methods.

Step 1: In your chosen Pipeline Stage, you can add a contact using two different methods.
Step 2: The first method is through the pipeline’s three-dot menu. Click on it to view the available options. 
Step 2: The first method is through the pipeline’s three-dot menu. Click on it to view the available options.
Step 3: Once the pop-up window appears, click on + Add To Pipeline.
Step 3: Once the pop-up window appears, click on + Add To Pipeline.
Step 4: Go to the side menu and click Add a Contact to proceed. 
Step 4: Go to the side menu and click Add a Contact to proceed.
Step 5: A pop-up window will appear, prompting you to select a stage for your contact. You can search and choose a contact from below, and add a note if necessary.
Step 5: A pop-up window will appear, prompting you to select a stage for your contact. You can search and choose a contact from below, and add a note if necessary.
Step 6: The second method is through the Stage’s plus sign icon. Click it to reveal the dropdown menu.
Step 6:The second method is through the Stage’s plus sign icon. Click it to reveal the dropdown menu.
Step 7: To proceed, click on Add a Contact. 
Step 7: To proceed, click on Add a Contact.
Step 8: The same pop-up window will appear, allowing you to search for and select a contact and add a note if necessary. The difference is that the Stage field is already populated because this action was initiated from the selected Stage.
Step 8: The same pop-up window will appear, allowing you to search for and select a contact and add a note if necessary. The difference is that the Stage field is already populated because this action was initiated from the selected Stage.
Step 9: Click Search And Select Contact to open the contact search bar.

Step 9: Click on Search And Select Contact to enable the contact search bar.
Step 10: Enter at least three letters of your contact’s name to begin the search. 
Step 10: Enter at least three letters of your contact’s name to begin the search.
Step 11: Once you’ve entered the contact’s name, all matching contacts will appear. You can then select one or multiple contacts as needed. 
Step 11: Once you’ve entered the contact’s name, all matching contacts will appear. You can then select one or multiple contacts as needed.
Step 12: Once finished, click Done to continue. 
Step 12: Once finished, click Done to continue.
Step 13: Your newly added contacts are now visible in the selected Pipeline Stage. 
Step 13: Your newly added contacts are now visible in the selected Pipeline Stage.

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