🖥️Adding Contacts to Pipeline

How to manually or automatically add contacts to the pipeline.

Once your stages have been configured in your pipeline, you will want your leads to be added to them so you can start following up with the leads and build out your sales process. Adding leads can be done manually or automatically, and we'll show you both ways here.

Automatically, with the stage: To automatically add contacts, you'll need to configure your stage with the correct filters. For a basic 'new leads' stage, here is how we would recommend setting up your filters.

Automatically, with segments/automations: Another way to add leads automatically which is essentially the same process as above, is with a combination of segments and automations. For this, you'll need an existing segment that has the filters set that you'd like to add to the pipeline stage.

Once you have the segment you want, click on the three dots at the top of the stage and select 'Add Automation.' When you set up the automation, you will use 'Added to segment' as the trigger and 'Add/Move Contacts to Stage for the Action.' More can be found on this process in the next section, but here is an example of how that automation would look.

Manually: The last way to add contacts to the pipeline is manually adding them one at a time. Sometimes your automations may not cover everyone or you want to add someone yourself, here is how.

When the section is built, you will see the option to '+ Add a Lead' at the bottom of the stage. When you click on it, you will have the option to search for an existing contact to add or manually enter one.

To find an existing contact already in your account, search their name in the search bar.

To add / create a new contact, click on that option and add the following information.

Once they are in the pipeline, they will get moved through to other stages based on your automations and stage configuration.