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Leads/Pipelines - How to Assign Pipelines to Leads
Leads/Pipelines - How to Assign Pipelines to Leads

How do I assign Pipelines and States to Leads? How do you add dollar value to Lead Pipelines?

Stephen O'Hara avatar
Written by Stephen O'Hara
Updated over 11 months ago

Assigning a Pipeline to Leads

A Pipeline can be assigned to Leads from either the Lead list page or from within the Lead's profile page.

Leads page

Here you can easily assign Pipelines and States to individual Leads or in Bulk.

Lead Profile page

Pipelines and States can be assigned to Leads from within their profile page. Tip: Click the Lead's name on the Lead list page to enter their Profile page.
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Assigning Value to a Lead in the Pipeline

Within every Lead profile page, you have the ability to Assign Value to your Lead. This value is a great way to indicate the 'juicy' Leads.  A Lead's value is factored into the total value and weighted/win percentage value of the Pipeline that the Lead is assigned to.

A Lead's value is factored into the total value and weighted/win percentage value of the Pipeline the Lead is assigned to.  See example below from our Pipelines Board page.

Once your Lead has been assigned to a Pipeline, you can then view and manage its progression through the Pipeline on the Pipeline Board.

To Learn More about Pipelines, Click Here!


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