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Assigning Contacts to a Pipeline in a Batch in Content Copilot | Content Copilot

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Assigning Contacts to a Pipeline in a Batch in Content Copilot

Learn how to efficiently assign contacts to a pipeline, update their opportunity details, and track progress seamlessly.

1. Start by clicking on 'Contacts' to view your contact list.

1 To start off, click on "Contacts".

2. Next, select a contact from the list provided.

2 Next, click here.

3. If more contacts are needed, click to select additional ones.

3 Click here.

4. Now, tick the box to select all contacts on this page.

4 After, click here.

5. Optionally, select all contacts across the system for bulk actions.

5 Click on "Select all 16 records".

6. Click to assign the selected contacts to a specific pipeline.

6 After, click on the element.

7. Choose a pipeline from the dropdown menu.

7 Now, click here.

8. Select the appropriate stage within the chosen pipeline.

8 Click on the element.

9. Enter the name of the opportunity in the text field.

9 Once that's done, click here.

10. Type in the source of the opportunity.

10 Click on the element.

11. Indicate the lead value by selecting from the options.

11 Click on the element.

12. Choose the current status of the opportunity from the list.

12 Upload

13. Describe the action for tracking purposes in the text field.

13 Once that's done, click on the element.

14. To complete the process, click 'Add/Update Opportunity'.

14 Click on "Add/Update Opportunity".

This workflow was created with Supademo.

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