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
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.
Decile Group Inc. uses cookies for our website to function properly; some are optional and help deliver a personalized and enhanced experience. By clicking "Allow all", you consent to store cookies on your device in accordance with our cookie policy. You can reject all non-essential processing by choosing to accept only necessary cookies. To learn more check Cookie Policy