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Adding pipeline items in bulk

We’re in the process of rolling out this functionality to all of our customers now. If you don’t see this functionality and would like it, contact us.

Here’s how to add contacts to a pipeline in bulk:
  • Please note: adding contacts to a pipeline in bulk will create a unique pipeline item for each selected contact with the exact same status and other pipeline details.
  • Go to the main Contact list by selecting "Contacts" in the navigation bar on the left.
  • If necessary, filter your contact list by any desired criteria to pull up just the appropriate records.
  • Tick the "Select all" box above the first contact and select all of the records. Or, tick just the box to the left of the desired records.
  • Select “Perform bulk action on [number] records” at the bottom of the screen. In the dialog that opens, select “Attach an item.” Then, select your pipeline.
  • Select a status. If applicable, enter any relevant custom field data. Note that all selected records will have the exact same status and custom field values.
  • Click on the button “Save [pipeline name] for [number] records.” Then, select “Attach to [number] records” to confirm the pipeline item creation.
Next up:
Mass, group, update, attach
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