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How to Move Contact Cards to Another Pipeline on Pest AI | Pest AI

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How to Move Contact Cards to Another Pipeline on Pest AI

This article provides a comprehensive guide on how to move contact cards between pipelines within the Pest AI platform. Follow our step-by-step instructions to navigate the Pest AI interface, select the contact cards you wish to move, and transfer them to their new pipeline seamlessly.

1. Firstly, click on "Opportunities".

1 Firstly, click on "Opportunities".

2. Choose a contact card from the pipeline that you want to move.

2 Click on "Carlos Salazar".

3. Go to the pipeline section field and select the desired pipeline from the dropdown list where you want to move your contact card.

3 Click on "Lead Pipeline".

4. Next, choose the stage where you want your contact card to be assigned within the selected pipeline.

4 Click on "New Leads".

5. Finally, Click "Update" to save changes

5 Next up, click on "Update".

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