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Adding Multiple Contacts to a Pipeline in Content Copilot CRM | Content Copilot

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Adding Multiple Contacts to a Pipeline in Content Copilot CRM

Simplify bulk contact management by adding multiple contacts to a pipeline in Content Copilot CRM. This guide covers selecting contacts, choosing a pipeline and stage, naming opportunities, specifying sources, estimating lead values, and finalizing updates for efficient opportunity tracking.

1. Click 'Contacts' to start your management journey.

1 Click on "Contacts".

2. Now, select all listings on this page.

2 Now, click on the element.

3. Or click here to select all contacts

3 Click on "Select all 15 records".

4. Click to add these to the pipeline.

4 Click here.

5. Select a pipeline.

5 Upload

6. Select a stage for these opportunities.

6 Click on "Select stage".

7. Type in the opportunity name.

7 Click on "Opportunity Name".

8. Specify the source of this opportunity.

8 Click on "Opportunity Source".

9. Enter the lead value next.

9 Click on "Lead value".

10. Select the status of the opportunity.

10 Then, click on "Opportunity Status".

11. Define the next action to be taken.

11 Click on "Action".

12. Click 'Add/Update opportunity' to finalize.

12 Then, click on "Cancel".

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