How to add prospects to a pipeline?

You can add prospects to a pipeline while creating a new campaign.

Here is the step-by-step process:

1. Go to the SalesBlink Dashboard

2. Click on “Campaigns”

Click on Campaign

3. Click on “Create New”

Create new campaign

4. Input the campaign name, select a pipeline and Import contacts by uploading a CSV file.

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

6. Click on "Upload Prospects"

7. Confirm the CSV field name.

Confirm CSV field name

8. Click on “Save and create sequence”

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

Campaign flowchart

10. Click "Save"

11. Select campaign start date/time and timezone.

Confirm campaign details

12. 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.

You can always create custom pipelines.

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