Article

How do I add a Contact to a Target in Pipeline?

Body


From within the Tracker tab:
 
  1. Double click a cell in a Contacts column of a Target. 
  2. Click Find or Add New Contacts.
  3. Select Add New Contact.
  4. Fill in the contact's details.
  5. Click Show More for additional fields.
  6. Click Add.

From within the Inbox tab:
 
  1. Click a forwarded email.
  2. Single click an email address. Select additional email addresses to bulk add, if desired. 
  3. Click the pencil icon to modify a contact.
    1. Click Show More for additional fields.
    2. Click Save.
  4. Click Add.
Title
How do I add a Contact to a Target in Pipeline?
URL Name
How-do-I-add-a-Contact-in-Pipeline

Summary

This FAQ provides a step-by-step guide on adding a contact to a target within the Pipeline application. It outlines methods for adding contacts from both the Tracker and Inbox tabs. It emphasizes the ease of finding or adding new contacts and filling in contact details.

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