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Tracking and Managing Your Pipeline
How to Import Contacts & Opportunities
Importing contacts and opportunities with a CSV file helps you quickly bring data into Jumpalead.
Understanding Your Pipelines
Pipeline management is clear, visual, and enjoyable with Jumpalead
How to Move a Contact Through a Pipeline
Manage leads in your pipeline with a simple drag-and-drop view
How to Add a Contact to a Pipeline Manually
Easily add and organize leads manually with Jumpalead
How to Use the Appraisal Leads Pipeline
Track and nurture appraisal leads with Jumpalead’s pipeline
How to Use the Listing Enquiries Pipeline
Turn interest into listings, effortlessly
How to Create a New Pipeline
Organize your sales journey with custom stages
How to Delete Leads
Clean up your pipeline and keep things tidy
How to Switch Between Pipelines
Easily navigate your lead journeys across multiple pipelines
How to Format Your CSV File for Importing Contacts and Opportunities
Before you import contacts or opportunities into Jumpalead, it’s important to format your CSV file correctly.
How to Edit Your Pipelines
Once you’ve created a pipeline in Jumpalead, you can update it at any time. Including adding, removing or rearranging the columns.
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