Move Cases From One Pipeline To Another Pipeline

Using the Quick Action Menu the user can perform mass action on single or multiple profiles at a time. It enables the user to change the Pipeline status or move single or multiple cases from one pipeline to another pipeline simultaneously.

1. Sign in to AgentFront CRM
2. From the top menu, choose Cases
3. In the left-side panel, select Pipeline
4. Select the desired Pipeline. For example, here we have selected ‘DI GRADED’ pipeline and there are 17 cases available in this pipeline

   

5. A new page will open for the DI GRADED pipeline, displaying the available cases within it

   

6. Select the case(s)
7. After selecting the case(s) action menu will be enabled
8. Select the another pipeline from the drop-down menu. Here we have selected ‘HEALTH HUMANA ONE’ pipeline from the drop-down menu
9. Click on Submit icon
10. The selected case(s) will be moved from the current pipeline to the selected pipeline from the drop-down menu

    

11. User can see the number of cases will be updated in Pipeline on cases tab. We have moved cases from the ‘DI GRADED’ pipeline to the ‘HEALTH HUMANA ONE’ pipeline. As a result, 17 cases were transferred to ‘HEALTH HUMANA ONE’, updating its count from 0 to 17, while the count for the ‘DI GRADED’ pipeline are updated from 17 to 0.

    

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