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Pipeline

Last Update 2 years ago

How does "Pipeline" work? If I send emails to the same contact more than once, how Pipeline manage the contact? If a contact opens the email again after clicking the link within, does Pipeline moves the contact back to "Opened?" How to move a contact to different stage? How to change the title of a stage?

What is "+Add a new note" button in the name card for?

yuching lin

Last Update 2 years ago

In the "pipeline" section of your dashboard, click on contact card. Below the sending records, you will find the "+Add a new note" button.

By clicking the "+Add a new note" button, users can manually add records related to this contact. They can enter descriptive text, upload images, or attachment files, and press enter after uploading to add a new record.


NOTE: Once the record is confirmed and submitted, it cannot be manually changed. Please remember to review the content and attachments for accuracy before submitting.

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