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Bulk Moving Contacts Between Pipelines or Stages

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Bytimothy A
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Overview: 

To bulk move contacts, select multiple contacts and choose the pipeline or stage you want to move them to. This is useful for quickly organizing contacts and keeping your workflow structured.

Follow these steps to bulk move contacts between pipelines or stages:

Step 1: On your dashboard, click the Contacts tab under the Customers section. 
Step 1: On your dashboard, click the Contacts tab under the Customers section.
Step 2: You will be navigated to the Contacts. 
Step 2: You will be navigated to the Contacts.
Step 3: Click the Select All checkbox to select all contacts at once. 
Step 3: You can select all contacts at once by clicking the Select All checkbox.
Step 4: Or manually select specific contacts by clicking the checkboxes next to their names. 
Step 4: Or manually select specific contacts by clicking the checkboxes next to their names.
Step 5: Click on Move Contacts to proceed. 
Step 5: Click on Move Contacts to proceed.
Step 6: A pop-up window will appear, allowing you to configure the action. From here, select a Pipeline and Stage for the entries. You can also see the total number of selected contacts. 
Step 6: A pop-up window will appear, allowing you to configure the action. From here, select a Pipeline and Stage for the entries. You can also see the total number of selected contacts.
Step 7: Click Done to apply the changes. This will move the selected contacts to the chosen pipeline and stage. 
Step 7: Click Done to apply the changes. This will move the selected contacts to the chosen pipeline and stage.
Step 8: Pipeline and Stage are key concepts for managing and tracking the progress of deals or customer interactions in your sales process. A notification will confirm that the action was applied successfully.
Step 8: Pipeline and Stage are key concepts used to manage and track the progress of deals or customer interactions within your sales process. A notification will appear to confirm that the action was successfully applied.

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