Adding an import to a pipeline

Here's how to add an entire import to one pipeline:

• First, you'll need to import your file into the CRM. Not sure how to import? Learn how to here.
• Already imported the file? Mouse over “Add” and select “Import contacts in bulk.” Select the appropriate “View records” link on the left side of the page, under the “Previous imports” section.
• Then, on the left side of the page select "Attach a [Name of pipeline] to each of these records" under the "Actions you can take on records from this import" section.
• Select whether the contacts only, companies only, or both should be added to the pipeline. We recommend adding only contacts or only companies to the pipeline, not both.
• Choose the appropriate status and enter any other relevant data. Note that the status and other information will be exactly the same for all records added into the pipeline.
• Finally, select to create the pipeline.