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Adding a Form to a Pipeline Stage

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Bytimothy A
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Overview:
To add a form to a pipeline stage, select the stage and attach the desired form for contacts to complete. This helps collect information efficiently and ensures all necessary data is captured at the right stage.

Follow these steps to add a form 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: Scroll to a pipeline and click it to open.

Step 3: Scroll and 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 Form to proceed.
Step 7: From the sidebar menu, click Add Form to proceed.
Step 8: A pop-up window will appear where you can select a stage, create a new form, or choose from an existing list. 
Step 8: A pop-up window will appear where you can select a stage, create a new form, 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: You will see a pop-up notification confirming that the form was successfully added to the selected stage.
Step 10: You will see a pop-up notification confirming that the form was successfully added to the selected stage.

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