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Move Contacts to Another Pipeline or Stage (List View)

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Bytimothy A
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Overview: 

To move contacts to another pipeline or stage in List View, select the contacts and choose the target stage or pipeline. This helps streamline workflow management and ensures contacts are accurately tracked through each stage.

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

Step 1: From the selected pipeline, you will see a navigation button above the stage on the right-hand side.
Step 1: From the selected pipeline, you will see a navigation button above the stage on the right-hand side.
Step 2: Hover over and click the List View button. 
Step 2: Hover over and click the List View button.
Step 3: You will then be navigated to the List View. From here, you can move contacts to a different pipeline or stage in multiple ways. 
Step 3: You will then be navigated to the List View. From here, you can move contacts to a different pipeline or stage in multiple ways.
Step 4: Select all contacts at once, or manually pick multiple contacts by checking the boxes next to their names. 
Step 4: Select all contacts at once, or manually pick multiple contacts by checking the boxes next to their names.
Step 5: The bulk action option will be enabled, allowing you to click Move Customers.
Step 5: The bulk action option will be enabled, allowing you to click Move Customers.
Step 6: Once clicked, a pop-up window will appear, prompting you to select a pipeline or stage. You can also see the total number of selected contacts in the top-right corner. After configuring your selections, click Done to save your changes. 
Step 6: Once clicked, 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: The next method is by clicking the selected contact’s three-dot menu. 
Step 7: The next method is by clicking the selected contact’s three-dot menu.
Step 8: A pop-up window will appear, allowing you to select Move to Pipeline/Stage. 
Step 8: A pop-up window will appear, allowing you to select Move to Pipeline/Stage.
Step 9: Another pop-up window will appear where you can configure the transfer. You can choose a new pipeline or keep the contacts in the current pipeline and move them to a different stage only. 
Step 9: Another pop-up window will appear where you can configure the transfer. You can choose a new pipeline or keep the contacts in the current pipeline and move them to a different stage only.
Step 10: When finished, click Done to transfer the selected contact. 
Step 10: When finished, click Done to transfer the selected contact.
Step 11: Whichever method you use to move your contacts, a notification will appear confirming that the customer was successfully moved. 
Step 11: Whichever method you use to move your contacts, a notification will appear confirming that the customer was successfully moved.

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