INTRODUCTION
Hello hello!
Welcome back!
In the previous video, I showed you how to navigate the opportunities and pipeline screen.
In this video, I'm going to show you 3 ways to add contacts into your pipeline.
Let's dive in.
Option 1 - Manually
The first option is to manually add a contact to any pipeline by creating an opportunity card for them.
Here's how to do that.
The first step is to find the contact that you want to create the opportunity for.
One way you can do this is by going to the contacts screen and searching for the contacts there.
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Once you find your contact, click on their profile.
Once you are inside their profile, click on "opportunities". You can find this by scrolling all the way down on the left-hand menu.
From here, you'll be able to see which pipeline the contact is added to.
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You can also click on "Add" to create a new opportunity card for this contact.
Make sure that you select the pipeline and the pipeline stage you want to add the contact to, as well as the status you want the contact to have in the pipeline.
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Once you're ready, click "Create".
That's it! You'll now be able to find this contact inside the pipeline.
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That is how you add a contact into a pipeline.
Now, what if you wanted to add multiple contacts into a pipeline at once.
Option 2 - Adding contacts to a pipeline in bulk
StudioHub allows you to add contacts to a pipeline in bulk.
To do this, go to the "contacts" screen.
Find and select the contacts that you would like to add to the pipeline.
If you want to find a specific group of people, you can use the filters.
For this example, I'm going to keep it simple and just check a few contacts here.
Once you have selected the contacts, you want to click on the "pipeline change" icon. (it looks like a funnel)
From there fill out the details.
Name the action something like "Pipeline change {date}"
Press add/update opportunity.
Once you click that, all of the contacts you selected will be added to the pipeline that you chose, under the stage you selected, with the status you selected.
That's how you add contacts in bulk to a pipeline.
Option 3 - automation
The last way to add contacts to a pipeline is to do that through automation.
However, since automations are the topic of the next video, I'll talk about it there!
I'll see you in the next video!