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Adding a contact to a pipeline

Here’s how to attach a pipeline to a contact or company record:

  • From the contact or company record, and click on the “Attach an item” button.
  • Select your pipeline from the dropdown list, and select the appropriate status. If applicable, fill in any custom field data.
  • (Optional) Select “Note” to save a note associated with the pipeline. Select “Task” to create a reminder for that contact.
  • Select “Create [Name of pipeline]” to save this update.
  • Attached pipeline items will display near the top of the record. To update your contact’s pipeline, click on the existing pipeline item from the contact record, or from the pipeline report.
  • Need to delete a pipeline item? Learn how here.
Next up:
Attaching pipeline, adding to pipeline, create lead, opportunity, edit, update, note
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