video1.0<iframe src="https://www.loom.com/embed/2a2c61087ce54b069ad347174b060907" frameborder="0" width="1502" height="1126" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>11261502Loomhttps://www.loom.com11261502https://cdn.loom.com/os/loom-media-content/loom/9e42d5f8-9a77-420b-9673-62993ccdbd13/1574be3c-9a82-4b28-832b-8d1cfb418d60/sessions-thumbnails-2a2c61087ce54b069ad347174b060907-c054ccaaa9b533b5.gif/binary?authToken=eyJraWQiOiJtaWNyb3MtZ3JvdXAvdGRwLW9zLWFyY2hldHlwZS9yY2pxdjEwaTJ1NGVmOGltIiwiYWxnIjoiUlMyNTYifQ.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.Nuxub8nCJqM8oUsaBKIVOFb3rhQShDGQNrGTZkk2j0F4YZPPQGcbgV18ewcTDXozxoAxgyvuilEPXRIPXRCb74w_7ige-8YWfsEd5A7BHasl_Y6JTnRVryaw1EKcCsECCCC7K8-9mTjBhAFvEq5pm_PiYQrvki50imM5o3AcZCTM6Xo8iHr9uOz2xd7JtR4PAyT2P2PV-9glzvm5Ct8onLMG_UCIeelv2Q3jaV1VY1CtYVW3FYG_fsFBH3mHYQvjvRKiJ3-CdsDwIM1aRJ8vcayJYOwABWOZJrE7EWgKvkRNY3z00bZR94m4xhaYAxPriJYViweOppKwMj5lfr8Rxw&Expires=1793927823&Signature=kaFLwGY7N2VsGtAQEKyTzXfhJypRU5ieNxqIm1zd9S9NWpgEP1Ci6D3UolqGaZC6lh9IJt2ib8x-mSBPySKKfHDwu0bhPPH0lfOBJy4YB0970tygmpAyrZpXnRHkRDwFKV6vd6aEVgmQWoO03aYcBWvQGlKEcDN2F%7E9zo4lb9%7EY1b9haLbfO3wL4CawfllQYpZEm6IK%7Ehlbx-o3-d8zJd8Vf5UTdVxXtwZd-xGonvWz6124jTxubvcy6CMB%7E9eYgrvgpEfHs0kpWqEsf9kXiLSU2sEl96YY1CZI44oQFOZS6PpI5SnUKJhMNaRCtSMJdpUhUOh7UOt0kSm1S3owWwA__&Key-Pair-Id=KQOSYIR44AIC0247.189Move Leads Between PipelinesThis Loom explains how to move a lead from a lead pipeline to a client pipeline using a workflow trigger. The pipeline manager can manually mark a lead as “one,” which triggers the move and claims the client, updating or creating the opportunity record and moveset. The opportunity is then moved from “new client” to “project completed,” and after it has been in that stage for 7 days, it proceeds to the “ask for review” stage, sending an SMS and waiting 2 days. If the client does not reply or the feedback is not completed, the follow up sequence continues, demonstrated through a workflow preview.