How to Add Contacts to a Pipeline

This guide details how to navigate through your contact list to select contacts and assign them to specific stages within your chosen pipeline, ensuring every opportunity is tracked and managed optimally.

1. Navigate to your contact list.

Begin by navigating to your contact list within CoachWorks Marketing to view your current and potential clients.

1 Click on the element.

2. Choose a contact from the list.

Choose a contact you wish to assign an opportunity to by clicking on their name.

2 After, click on the element.

3. Select any additional contacts needed.

If necessary, select any additional contacts by ticking their corresponding selection boxes.

3 Following that, click on the element.

4. Use the selection tool to choose all contacts, if needed.

For wider actions, use the selection tool to choose all contacts within your list, facilitating bulk opportunity assignments.

4 Click here.

5. Proceed to the pipeline section.

Navigate to the pipeline section to start assigning selected contacts to specific sales stages.

5 Once that's done, click here.

6. Choose a pipeline from the available options.

From the available options, select the appropriate pipeline that matches the nature of the opportunities you’re managing.

6 Click on "Call Pipeline".

7. Pick a 'Stage' from the drop-down list.

Pick a specific ‘Stage’ for this opportunity from the drop-down list to align with your sales process stages.

7 Click on "Lead".

8. Assign a name to this opportunity.

Assign a unique name to this opportunity for easy identification and tracking within the system.

8 Next, click here.

9. Point out the source of this opportunity.

Point out the source of this opportunity to help in analyzing the effectiveness of different lead generation strategies.

9 Click on the element.

10. Determine the lead value.

Enter the estimated or determined lead value to project potential revenue from this opportunity.

10 Afterwards, click here.

11. Set the status of this opportunity.

Select the current status of this opportunity to keep the sales pipeline updated with the most accurate information.

11 Next, click on "Open".

12. Provide a description to help track this opportunity.

Include a brief description that contains key information for tracking and managing this opportunity effectively.

12 Click here.

13. Press 'Add/Update Opportunity' to save your changes.

Press ‘Add/Update Opportunity’ to save your modifications and successfully assign the opportunity to the selected contact(s).

13 Click on "Add/Update Opportunity".

14. Inspect the status of your bulk action by clicking the link.

If you are operating in bulk, inspect the status of your actions by clicking the provided link to ensure all opportunities have been updated correctly.

14 Now, click on "Your bulk action has been scheduled. Click here to check the...".

15. Wrap up by clicking 'Ok'.

Wrap up the process by clicking 'Ok' to confirm the successful assignment and updating of opportunities.

15 Once that's done, click on "Ok".

This workflow was created with Supademo.

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How to Add Contacts to a Pipeline | Content Copilot