Help center

Adding a Contact to a Pipeline in Content Copilot CRM | Content Copilot

All collectionsContactsSmart ListsAdding a Contact to a Pipeline in Content Copilot CRM

Adding a Contact to a Pipeline in Content Copilot CRM

Streamline your sales process by adding contacts to pipelines in Content Copilot CRM. This guide walks you through selecting a contact, integrating them into a pipeline and stage, naming the opportunity, specifying the source, estimating lead value, and finalizing the opportunity details for effective tracking.

1. Click here to access your contacts.

1 First up, click here.

2. Next, choose a contact from the list.

2 Click here.

3. Now, add the selected contact to a pipeline.

3 Click on the element.

4. Choose a pipeline for the contact integration.

4 Click here.

5. Select the appropriate stage for further processing.

5 Next up, click here.

6. Type in the name of your opportunity.

6 Upload

7. Add the source of this opportunity.

7 Click on the element.

8. Input the estimated value of the lead.

8 Click on the element.

9. Confirm the status of the opportunity for these contacts.

9 Click on "Apply opportunity to following contacts".

10. Describe the action briefly for tracking purposes.

10 Following that, click on the element.

11. If satisfied, proceed to finalize by clicking 'Add Opportunity'; otherwise, cancel.

11 Afterwards, click on "Cancel".

Did this answer your question?

😞

😐

😁