With multiple pipelines in Wingmate, you can seamlessly transfer leads between them. For instance, you might have one pipeline for lead generation and sales and another for after-sales support. This feature enables you to move leads between pipelines as needed, streamlining lead management across various stages of the process.
Step 1:
- Select the Lead You'd Like to Move
- After selecting your Lead, you will be redirected to the Lead Info Card.
- On the left-hand side of the Lead Info Card, you will see the button called Move Lead.
Step 2:
- Select the pipeline you'd like to move your Lead to then click Confirm.
- This will redirect you to the other pipeline and open the Lead Info Card.
- Your Lead will automatically be placed on the first sage of your sales cycle stages by default.