How can I move people between pipelines?
Top replies
You can move people between pipelines by:
• Selecting the prospect in Hub, you can do this by simply checking the box on the left of the name of the prospect. You will now see a green menu bar at the top of your screen.
• Click on 'Move To' and select the pipeline you would like to move the prospect to.
Here is an Arcade Video Tutorial: https://app.arcade.software/share/5B8DTBL2PdB56z6GNgxt
1 reply
You can move people between pipelines by:
- Selecting the prospect in Hub, you can do this by simply checking the box on the left of the name of the prospect. You will now see a green menu bar at the top of your screen.
- Click on 'Move To' and select the pipeline you would like to move the prospect to.
Here is an Arcade Video Tutorial: https://app.arcade.software/share/5B8DTBL2PdB56z6GNgxt
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