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Bulk Moving Customers Between Pipeline Stages

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Bytimothy A
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Overview: 

The Bulk Move Customers feature lets you move multiple customers to a different pipeline or stage at once. This helps manage workflows efficiently and keeps customer progress organized.

Follow these steps to bulk move customers between pipeline stages:

Step 1: On your Dashboard, click on the Call Log tab under the Communications section.
Step 1: On your Dashboard, click on the Call Log tab under the Communications section. 

Step 2: You will be navigated to the Call Log.

Step 2: You will be navigated to the Call Log.

Step 3: To enable the Bulk Move Customers action, select a call history entry from the list by clicking its checkbox.

Step 3: To enable the Bulk Move Customers action, select a call history entry from the list by clicking its checkbox.

Step 4: Alternatively, you can click the Select All checkbox at the top to select all call history entries.

Step 4: Alternatively, you can click the Select All checkbox at the top to select all call history entries.

Step 5: Once you’ve selected the call history entries, click the Move Customers button located above the list.

Step 5: Once you’ve selected the call history entries, click the Move Customers button located above the list.
Step 6: Click on Move Customers to proceed.
Step 6: Click on Move Customers to proceed.

Step 7: A pop-up window will appear, allowing you to configure the action. You need to select a Pipeline and Stage. You can also view the total number of selected call history entries.

Step 7: A pop-up window will appear, allowing you to configure the action. You need to select a Pipeline and Stage. You can also view the total number of selected call history entries.

Step 8: Click on Done to apply the changes. This will move the selected customers to the chosen pipeline and stage.

Step 8: Click on Done to apply the changes. This will move the selected customers to the chosen pipeline and stage.

Step 9: Pipeline and Stage are essential for tracking the progress of deals or customer interactions. A notification will confirm once the action is applied.

Step 9: Pipeline and Stage are core concepts used to manage and track the progress of deals or customer interactions through your sales process. A notification will appear, confirming that your action was successfully applied.

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