🧱 From a Pipeline
In each Pipeline column, you’ll find a “+ Add members” button at the bottom.
Click it to open a selection window, choose the members you want to add, and confirm.
They’ll instantly appear in the column.
📋 From a Lead list
In a Lead Manager list:
Select one or more leads from the list.
Click the “Add to Pipeline” button in the top bar.
A popup opens: choose the Pipeline and the target column.
Click “Add.”
The selected leads will be added to the Pipeline.
💬 From the Inbox
You can add members to a Pipeline directly from the Inbox in two ways:
▶️ Method 1: Quick action on hover
Hover over a member in the list.
Click “Add to Pipeline” from the quick action icons.
Select the Pipeline and column.
The member is added immediately.
✔️ Method 2: Bulk action
Use the checkboxes to select multiple members.
Click “Add to Pipeline” from the bulk action menu.
A popup appears: choose the Pipeline and column.
Click “Add.”
Each selected member will be added to the chosen column.
🗨️ From a member’s chat window
Inside an open conversation:
Look to the Pipeline section on the right-hand panel.
Click “Add to Pipeline.”
Choose the Pipeline and column.
The member will be assigned directly to the selected step.