Welcome to our tutorial on adding a customer to a pipeline. Whether you prefer to manually add someone or want to set up an automated process for efficiency, we’ve got you covered.
Let’s jump right in.
Manual Method 1:
- Navigate to “Contacts“
- Find and select the customer
- Click on the funnel icon labelled “Pipeline Change“
- Select the desired pipeline to add the customer to from the “Select Pipeline” dropdown
- Choose the stage from the “Select Stage” dropdown
- Name the opportunity
- Click on “Add/Update Opportunity“
Manual Method 2:
- Select the customer record
- Scroll down to the section called “Opportunities“
- Click on “+Add“
- In the fill out form, repeat steps 4-7 from Manual Method 1
Automate Method:
Navigate and click “Automation“
- Click on “+Create Workflow“
- Select “Start From Scratch“
- Click “+Create New Workflow“
- Click “Add New Workflow Trigger“
- Select “Choose A Workflow Trigger” dropdown and select the appropriate trigger (e.g., customer filled out a survey).
- Select the specific survey by clicking “+Add Filters” and click “Save Trigger”.
- Add an action by clicking the “+” button
- Search for “opportunity” in the “Search Action” box and select “Add/Update Opportunity“
- Repeat steps 4-7 from Manual Method 1
- Save the action by clicking on “Save Action”.
- Make sure the workflow is published by toggling the “Toggle” button to the active state.
- Click “Save” to finish setting up the workflow.
And that’s a wrap! Now you know how to manually add a customer to a pipeline using two different methods and how to automate the process for future efficiency. Keep practicing these steps until they become second nature.
Thanks for following along, and we look forward to helping you streamline your operations further in our next tutorial.