AIE-12 How Do I Add/Update A Contact To A Pipeline In A Conversation Stage?

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Welcome to the guide on adding a contact to a pipeline in a conversation stage. This is useful if you use pipelines to manage to do items, or to track contacts across a sales process.Your employee can automatically create and update items.

1. Click here

Select the employee you wish to enable an action for.

2. Navigate to the stage you wish to edit

Navigate to the stage where you wish to add the action in.

3. Click "Trigger Actions"

Access the "Trigger Actions" menu

4. Click "Add Action"

Select the option to add a new action

5. Click "Add To Pipeline"

Add the selected action to the pipeline

6. Select A Pipeline