This article will show you how you can
1. In the left side menu, hover over CRM and select Contacts.
2. On the Contact Listing page, click on the 3 vertical dots and then select Source List.
From this page, you can either add a new Pipeline to a new Source or add a Pipeline to an existing Source.
ADDING A PIPELINE TO A NEW SOURCE:
a. After clicking on the green +CONTACT SOURCE button, a pop-up will appear for you to select the Pipeline from the list and then click on SAVE.
ADDING A PIPELINE TO AN EXISTING SOURCE:
a. Click the 3 vertical dots to the right of the Source you wish to Edit and select Edit.
b. In the corresponding pop-up, select the Pipeline from the 'Pipeline for Deal Creation' dropdown and click on update.
NOTE: By adding a Pipeline to a particular Source, when a new Contact comes in from that particular Source, a Deal will automatically be created with that respective Pipeline.
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