Mitch Ashburn Asked:
“Is there a way to change pipeline stages from the Opportunities or Contact information page – not the contacts/smart list main page?”
The Answer
Yes, you can change pipeline stages directly from both the Opportunities page and the Contact information page in Agent CRM. Here’s how:
Step-by-Step Guide
1. From the Opportunities Page:
- Navigate to the Opportunities tab on the left-hand menu.
- Locate the contact you want to update.
- Click on the pipeline stage associated with the contact, and select the new stage from the dropdown.
- Save your changes to ensure the pipeline stage is updated.
2. From the Contact Information Page:
- Go to Contacts and click on the specific contact whose stage you want to update.
- Scroll to the Opportunities section within the contact’s profile.
- Edit the pipeline stage by selecting the new stage from the dropdown.
- Click Save to confirm your changes.
Why This Approach Works
This method allows you to manage pipeline stages without navigating back to the Contacts/Smart List main page, streamlining your workflow and saving time.
Additional Resources
For more guidance on managing pipelines, explore:
- Blog Post: How to Manage Leads by Adding Them to Pipelines
- Blog Post: Guide to Managing Pipelines in Agent CRM
- Video: Insurance Pipelines – Track & Automate Stages
Watch and Learn
“https://www.loom.com/share/50b99661a6614f748204809de0aea589”
