How To Add Prospects To A Pipeline?

Once you have your sales pipeline ready, you would obviously want to add prospects to it. After all, what is a pipeline without any prospects, right?

With SalesBlink, you can easily add prospects to a pipeline while creating a new campaign. It won’t take you too long too.🙌

➡️ Click on “Campaigns”.

➡️ Click on “Create New”.

Create new campaign

➡️ Input the campaign name, select a pipeline, and import contacts by uploading a CSV file.

➡️ If you want a sample CSV file, you can easily download it here.

➡️ Click on “Upload Prospects”.

➡️ Confirm the CSV field name.

Confirm CSV field name

➡️ Create the campaign flowchart. You can add outreach, delay, triggers and change the CRM stage.

Campaign flowchart

➡️ Click "Save".

➡️ Select campaign start date/time and time zone.

Confirm campaign details

➡️ Click on “Schedule Campaign”.

You can view your new campaign here.

⚡️All the prospects in this campaign can now be managed with the pipeline you selected.

Please note that there are is another way of adding a prospect to a campaign. All you need to do is follow the steps mentioned underneath,

1️⃣ Go to 'Sales Pipeline'.

2️⃣ Click on 'New' in the top right corner of the page and click on 'Prospect'.

You have the option to add a single prospect and multiple prospects.

1️⃣ Enter the details in the fields on the page and click on 'Add Prospect'.

You can also add a custom field by clicking on 'Add Field'.

1️⃣ Select a campaign and upload a CSV file.

2️⃣ Once done, click 'Upload Prospects'.

You can then match prospect fields and save the list of prospects. 🙌

🔆 Hope you found this helpful!