Managing and Updating Opportunities for Multiple Contacts

Moving Contacts Between Pipelines

If you need to shift one or more contacts to different pipelines within your opportunities section, it’s a straightforward process. Begin by selecting the contacts you wish to move, then click on the funnel icon. This feature allows you to efficiently transfer multiple contacts between pipelines in just one click, helping you maintain an organized and clear overview of your opportunities.

Adding or Updating an Opportunity

To add or update opportunities for a contact, follow these steps:

1. Select Contacts: Choose the contacts you wish to add or update within the opportunities section.

2. Choose Pipeline: Specify the pipeline where the contact should be placed. This is a required step to ensure proper categorization.

3. Select Stage: Determine the stage within the pipeline where the contact will be positioned. This step is also mandatory.

4. Opportunity Name: Provide a name for the opportunity, which will be displayed on the contact’s card in the opportunities section. Note that the "Opportunity name" differs from the "Contact name."

5. Opportunity Source: Indicate the source from which you obtained the contact. This helps in tracking the origin of your leads.

6. Lead Value: Enter the estimated value of the potential deal. If the deal is successfully closed, this value will be added to your revenue.

7. Stage Selection: Again, choose the stage in the pipeline where the contact belongs.

8. Action Description: Provide a description for the action you are taking. This will be reflected in the tracking report.

9. Save Changes: Click the save button to confirm and apply your updates to the opportunity.

This guide ensures that you manage your opportunities effectively, keeping your contacts organized and your sales pipeline clear and efficient.