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Move Contacts to Another Pipeline or Stage (Card View)

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Bytimothy A
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Overview: 
To move contacts to another pipeline or stage in Card View, drag and drop the contacts into the desired stage or pipeline. This helps keep your workflow organized and ensures contacts are accurately tracked through each stage.

Follow these steps to move contacts to another pipeline or stage in Card View:

Step 1:From this view, you can move contacts using different methods to transfer them to another pipeline or stage.
Step 1: From this view, you can move your contacts in different ways, providing multiple options for transferring them to another pipeline or stage.
Step 2: To transfer a single contact to another pipeline or stage, select the contact and then click the three-dot menu. 
Step 2: To transfer a single contact to another pipeline or stage, select the contact and then click the three-dot menu.
Step 3: A pop-up window will appear; click on Move To Pipeline/Stage to proceed.
Step 3: A pop-up window will appear, click on Move To Pipeline/Stage to proceed.
Step 4: A pop-up window will appear, allowing you to configure the transfer action. You can select a new pipeline as the destination, or keep the contact in the same pipeline and move them to a different stage.
Step 4: A pop-up window will appear, allowing you to configure the transfer action. You can select a new pipeline as the destination, or keep the contact in the same pipeline and move them to a different stage.
Step 5: You can also move all contacts in a stage to a new pipeline or stage by clicking the stage’s three-dot menu.
Step 5: You also have the ability to move all contacts in a stage to a new pipeline or stage by clicking the stage’s three-dot menu.
Step 6: A pop-up window will appear, allowing you to click Move Contacts.
Step 6: A pop-up window will appear, allowing you to click Move Contacts.
Step 7: A new pop-up window will appear, prompting you to select a pipeline destination or a stage. You can also view the total number of selected contacts at the top right-hand corner. Once you’ve finished configuring, click Done to save your changes.
Step 7: A new pop-up window will appear, prompting you to select a pipeline destination or a stage. You can also view the total number of selected contacts at the top right-hand corner. Once you’ve finished configuring, click Done to save your changes.
Step 8: Lastly, you can quickly move a single contact by clicking it and then dragging and dropping it to the desired stage.
Step 8: Lastly, you can quickly move a single contact by clicking it and then dragging and dropping it to the desired stage.
Step 9: Whichever method you use to move your contacts, a notification will appear confirming that the customer was successfully moved.
Step 9: Whichever method you use to move your contacts, a notification will appear confirming that the customer was successfully moved.

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