Pipelines

How to add a client to a pipeline

Table of Contents

How to add a client to an existing pipeline list How to add a client to an existing pipeline from the client record details tab

Step 1 - Click Pipelines on the to navigation bar

Step 2 - To add a client > Click the +plus sign in the list header.

Step 3 - Enter the client’s name in the search box.

Step 4 - Select the client.

Step 5 - Click Add.

The client will be added to the selected pipeline list.

In MagManager, the client 'Details' tab is where you record the client contact details.

Step 2 - Enter their name in the search box.

Step 3 - Click their name to open the client record.

Step 4 - Scroll down to the Pipeline drop-down menu

Step 5 - Click the select the pipeline you wish to add the client to.

Step 6 - Click Update to save the changes.

The client will be added to the pipeline in the prospects list.

Overview of pipelines screen How to use the sales pipeline Pipeline settings How to add a client to a pipeline How to delete a pipeline How to add a list to a pipeline How to delete a list from a pipeline How to rename a pipeline list