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Asked a question 2 months ago

How do I add an existing contact to a column in a pipeline?

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@Ostii Ananda21 Hi there!
I see that you have created a Card view by the "Affiliate Partners" field, which includes different values, like Identified, Phoned, etc. So contacts are being automatically added to a specific column if there are assigned a specific value. Thus, if you want an already existing contact to appear under the Identified column, there is no need to create this record once again, you just need to make sure that this specific contact includes this value in the Affiliate Partners field.

Here's a screenshot of how I think it should work.

How do I add an existing contact to a column in a pipeline?