How to Assign a Lead to a Pipeline

In this guide, you'll learn how to assign leads to the right pipeline for better management of their treatment needs.

Step 1: Locate the Lead

Log in to your Pabau account and search for the lead you want to assign to a pipeline. Use the search bar at the top of the screen or navigate to Leads in the left sidebar menu and click on "Leads" again.

Step 2: Assign to a Different Pipeline (if applicable)

If you have multiple pipelines, you can assign existing leads to a different pipeline by accessing their lead profile.

Open the lead card and in the top right corner, click on the name of the lead's current pipeline.

A dropdown menu will appear, showing all available pipelines.

Select the desired pipeline from the menu and click on "Save" to confirm the pipeline assignment.

By following these steps, you can efficiently categorize leads into treatment-specific pipelines, ensuring a more specialized and effective approach to lead nurturing within Pabau.

NOTE: You can also learn about this topic by watching a lesson on Pabau Academy.

In addition, we suggest reading our Leads article for a more in-depth exploration of this topic.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.