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Add an Entire List of Contacts to a Pipeline Stage

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Bytimothy A
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Overview: 
To add an entire list of contacts to a pipeline stage, select the list and assign it to the desired stage. This helps you save time and efficiently move multiple contacts through your workflow at once.

Follow these steps to add an entire list of contacts to a pipeline stage:

Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 1: On your Dashboard, navigate to the Pipelines tab under the Customers section.
Step 2: You will be navigated to the Pipelines. 
Step 2: You will be navigated to the Pipelines.
Step 3: Select a pipeline and click it to open.

Step 3: Select a pipeline, then click on it to open.
Step 4: You will then be navigated to the selected Pipeline Stage.
Step 4: You will then be navigated to the selected Pipeline Stage.
Step 5: Click on the Pipeline’s three-dot menu to proceed.
Step 5: Click on the Pipeline's three-dot menu to proceed.
Step 6: A pop-up window will appear. Click Add to Pipeline to open the sidebar action menu.

Step 6: A pop-up window will appear where you can click Add to Pipeline to open the sidebar action menu.
Step 7: From the sidebar menu, click Add List to proceed.
Step 7: From the sidebar menu, click Add List to proceed.
Step 8: A pop-up window will appear where you can select a stage, create a new list, or choose from an existing list. 
Step 8: A pop-up window will appear where you can select a stage, create a new list, or choose from an existing list.
Step 9: After completing the setup, click Done to apply your changes. 
Step 9: After completing the setup, click Done to apply your changes.
Step 10: A pop-up notification will appear, confirming that your list has been successfully added. 
Step 10: A pop-up notification will appear, confirming that your list has been successfully added.

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