Stay organized. Stay in control. Stay on top of your sales game.

Your pipeline is where progress happens. It’s your visual roadmap of every deal, lead, or opportunity - from that first spark of interest to a confirmed “yes!”

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🛠 Step-by-Step: Moving a Contact in Your Pipeline

1. Go to “Opportunities” or “Pipelines”

This is where all your leads live. You'll see each contact displayed as a card inside a pipeline stage (e.g., “New Lead,” “Contacted,” “In Progress,” etc.).

2. Click and Drag

To update a contact’s status, simply click on their card and drag it to the next stage. Boom - done! 🎉

3. Need to Add Notes or Details?

Click on the contact card to:

• Add notes or updates
• Set tasks or follow-ups
• View communication history
• Update contact info

‍4. Track Activity

Each move is tracked, so you can always see what happened and when. Stay on top of your pipeline without guesswork.

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💡 Why Moving Contacts Matters

Keeping your pipeline current helps you:

• Focus on the right leads at the right time
• Prioritize follow-ups
• Spot bottlenecks early
• Accurately forecast your sales

Every drag-and-drop move helps bring clarity to your process.

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📊 Pro Tips for Pipeline Power

• Set time-based reminders on contacts to stay responsive
• Color-code your pipelines by product, service, or team
• Use automation to move contacts based on actions (e.g., if they book an appointment or open an email)

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🧠 Bonus: Automate the Movement

Want to save even more time? You can automate pipeline movement using workflows:

• Automatically move a contact forward when they complete a form
• Advance a deal stage when a task is marked complete
• Set conditions like “If email is opened” or “If appointment is confirmed”

Let your workflow do the heavy lifting while you focus on building relationships.