Managing leads efficiently in SalesTown CRM involves the flexibility to move leads between different pipelines as they progress through various stages of the sales process. This guide provides detailed steps to move leads from one pipeline to another in SalesTown CRM.

Step-by-Step Guide to Moving Leads from one Pipeline to another

Method- 1 Drag and Drop from Tile View-

1. Locate the Lead to Change Pipeline

  • From the Workboard, open the respective Pipeline.  In the Leads section, you can view a list of all your leads.
  • Search for the particular lead.

2.  Change the Pipeline of a Lead

  • Then press and hold the lead whose pipeline you want to change.
  • Drag and drop it under the "Change Pipeline" button shown above.
  • A form in the bottom right corner will be displayed to choose the particular pipeline along with its Pipe stages.
  • Choose and then click on the Save button and now the lead will be transferred to the chosen Pipeline successfully.

Method- 2 From Detail View-

1. Find the Lead to Change Pipeline

  • Use the search bar given on the workboard window to search the Lead Title.
  • Click on it and it will redirect to the Lead Detail Page.

                                   Or

  • Click on the Lead whose pipeline you want to change.
  • It will redirect to the Lead Detail Page.

2.  Change the Pipeline of a Lead

  • Click on the current pipeline option that is visible in the top left corner below the lead stages.
  • A pop-up with a “move lead” header will appear on your workboard.
  • Here, change the lead pipeline by choosing the pipeline along with the pipe stage.
  • Click on the Save button and now the lead will be transferred to the chosen Pipeline successfully.

Method- 3 Change the Pipeline of the Multiple Leads from List View -

1. Find the Lead to Change Pipeline

  • Click on the table view icon given on the left side of the Add Lead Button. A window with leads in a List view will appear.
  • Click on the checkbox given on each row of Lead to select the respective Leads whose pipeline you want to change.

2. Change the Pipeline of a Lead

  • Choose the change Pipestage option from the dropdown that appears. After choosing, hit Apply.
  • A pop-up with a “move lead” header will appear on your workboard.
  • Here, change the lead pipeline by choosing the pipeline along with the pipe stage.
  • Click on the Save button and now the lead will be transferred to the chosen Pipeline successfully.

Tips for Effective Pipeline Management

  • Clear Definitions: Ensure that each pipeline and stage is clearly defined to avoid confusion when moving leads.
  • Automation: Utilize automation features in SalesTown CRM to trigger actions (such as follow-up tasks or notifications) when a lead moves to a different pipeline.
  • Collaboration: Communicate with your team when moving leads between pipelines to ensure everyone is aware of the changes.

Troubleshooting and Support

  • Missing Pipelines or Stages: Ensure that you have the necessary permissions to view and move leads between pipelines. Contact your Account administrator if pipelines or stages are missing.
  • Technical Problems: Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.