How to Manage Leads by Adding Them to Pipelines

1. Add Leads Manually

1. Navigate to the Contacts Section

   • Log in to Agent CRM and go to Contacts.

2. Select a Lead

   • Click on the name of the lead you want to add to a pipeline.

3. Assign the Lead to a Pipeline

   • Within the lead’s profile, locate the Pipeline and Stage dropdown menus.
   • Select the appropriate pipeline and stage (e.g., “New Lead” or “Follow-Up Required”).

4. Save Changes

   • Click Save to update the lead’s pipeline status.

2. Add Leads via Bulk Actions

1. Filter or Select Multiple Leads

   • In the Contacts section, use filters or manually select multiple leads.

2. Use the Actions Dropdown

   • Click Actions >> Add to Pipeline.

3. Choose a Pipeline and Stage

   • Select the desired pipeline and stage for all selected leads.

4. Confirm and Save

   • Click Apply to assign the leads.

3. Automate Lead Assignment

1. Set Up a Workflow

   • Go to Automation >> Workflows and create a new workflow.

2. Choose a Trigger

   • Select a trigger event, such as a form submission or a new contact being added.

3. Add an Action

   • Add the action Add to Pipeline and choose the pipeline and stage.

4. Activate the Workflow

   • Save and activate the workflow to automatically assign leads to the pipeline as they meet the trigger conditions.

Pro Tips for Adding Leads to Pipelines

• Use Tags: Tag leads with additional identifiers for easier segmentation within pipelines.
• Regular Updates: Periodically review and update pipeline stages to reflect current lead statuses.
• Combine with Campaigns: Assign leads to campaigns based on their pipeline stages for targeted outreach.

For more insights into managing leads, explore our blog on Filtering Contacts and Creating Lists​.

Learn More

Discover more ways to maximize your CRM experience:

• How to Use Pipelines to Organize Your Leads
• Create Campaign & Add Contacts to It
• HighLevel VS AgentCRM

Bonus Resource: Watch and Learn