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Move a Customer to a Pipeline or Stage

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Bytimothy A
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Overview: 

Moving a customer to a pipeline or stage in the Customer Modal allows you to update their position within your sales or workflow process. This helps track customer progress, improve organization, and ensure each customer is properly managed through each stage of the pipeline.

Follow these steps to move a customer to a pipeline or stage: 

Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.
Step 1: Customer modals can be accessed anywhere on the site where a customer’s name appears, such as in the Contacts section.

Step 2: Click on the customer’s name.

Step 2 : Click on the customer’s name.

Step 3: The Customer Modal will appear.

Step 3: The Customer Modal will appear.

Step 4: To add the customer to a pipeline, click the Select Pipeline dropdown button.

Step 4: To add the customer to a pipeline, click the Select Pipeline dropdown button.

Step 5: After selecting the pipeline, the stage options will become available. Click on a stage to select it, and the customer will be automatically added to the chosen pipeline and stage.

Step 5: After selecting the pipeline, the stage options will become available. Click on a stage to select it, and the customer will be automatically added to the chosen pipeline and stage.

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