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Add Leads to a Pipeline

You can’t add leads directly from the pipeline view. Use these methods: Inside Breakcold: Use the status button wherever you see a lead How to Add & Remove Leads to a Pipeline screenshot 1 From LinkedIn/Other Platforms: Use the Chrome extension How to Add & Remove Leads to a Pipeline screenshot 2 Bulk Add: Use the bulk import method, check out this article.

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Remove a Lead

Just click on their sales status again to remove them from the pipeline. How to Add & Remove Leads to a Pipeline screenshot 3