> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.novalya.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to manually move a contact between stages (and bulk actions)? # How to manually move a contact between stages (and bulk actions)? **Reading time:** 3 min **Quick summary:** You can move one or multiple contacts between stages in two ways: drag & drop or bulk actions. Manual moves are done in CRM without sending messages. --- ## Two movement methods | Method | For how many contacts | When to use | |--------|----------------------|-------------| | **Drag & drop** | 1 contact at a time | Quick and visual movement | | **Bulk actions** | Multiple contacts | Mass reorganization | --- ## Method 1: Drag & drop Drag & drop allows moving **one contact** visually from one stage to another. **How to do it:** 1. Open concerned pipeline in CRM 2. **Click and hold** on contact card 3. **Drag** card to destination stage 4. **Release** to drop | Contact immediately changes stage. ### Advantages - ✅ Visual and intuitive - ✅ Instant - ✅ Ideal for quick adjustments ### Limitations - ❌ One contact at a time - ❌ Only between stages of **same pipeline** --- ## Method 2: Bulk actions Bulk actions allow moving **multiple contacts** in one action. **How to do it:** 1. Open pipeline in CRM 2. **Select multiple contacts** - Check boxes next to contacts - Or select all contacts from a stage 3. **Click bulk action** - "Actions" button or context menu 4. **Choose action**: - Move to another stage (same pipeline) - Move to another pipeline - Add to another pipeline (duplication) - Delete 5. Validate | All selected contacts are processed at once. ### Advantages - ✅ Processes multiple contacts simultaneously - ✅ Huge time savings - ✅ Allows complex actions (pipeline change, deletion, etc.) --- ## Available bulk actions ### Action 1: Move to another stage (same pipeline) **Scenario:** You have 10 contacts in "Contacted" that you want to move to "Follow-up". **Steps:** 1. Select 10 contacts 2. Action: "Move to stage" 3. Choose: "Follow-up" 4. Validate **Result:** 10 contacts are in "Follow-up". --- ### Action 2: Move to another pipeline **Scenario:** You want to move 5 contacts from "Prospects" to "Customers". **Steps:** 1. Select 5 contacts 2. Action: "Move to pipeline" 3. Choose: "Customers" pipeline + Stage 4. Validate **Result:** - 5 contacts are **removed** from "Prospects" - 5 contacts are **added** to "Customers" --- ### Action 3: Add to another pipeline (duplication) **Scenario:** You want 8 contacts to stay in "Prospects" BUT also be in "Q1 Campaign". **Steps:** 1. Select 8 contacts 2. Action: "Add to another pipeline" 3. Choose: "Q1 Campaign" pipeline + Stage 4. Validate **Result:** - 8 contacts **stay** in "Prospects" - 8 contacts are **also** in "Q1 Campaign" --- ### Action 4: Delete multiple contacts **Scenario:** You want to clean up 15 irrelevant contacts. **Steps:** 1. Select 15 contacts 2. Action: "Delete" 3. Choose: - Delete from this pipeline only (if contacts in other pipelines) - OR Delete completely (from all pipelines) 4. Validate ||| **Warning:** Completely delete removes contacts from **all** pipelines and from CRM. --- ## Manual movement vs CRM Campaign | Aspect | Manual movement | CRM Campaign | |--------|----------------|--------------| | **Send message** | ❌ No | ✅ Yes | | **Number contacts** | Unlimited | Max 50 | | **Automatic action** | ❌ No | ✅ Yes (move after send) | | **Usage** | CRM reorganization | Follow-up + organization | || **Manual movement:** Only to **organize** your CRM, without sending message. || **CRM Campaign:** To **follow up** contacts AND move them after sending. --- ## Movement between pipelines: important rules ### What's possible **Move between pipelines:** - From any pipeline to any other - With choice of arrival stage - Keeping or not in original pipeline (action 2 vs 3) ### Rules to respect ||| **Contact must exist in at least one pipeline:** If you remove them from **all** their pipelines → complete deletion. || **Contact can only be in one stage per pipeline:** Impossible to be in "Contacted" AND "Follow-up" of same pipeline simultaneously. --- ## Best practices ### Recommendations **For quick movements (1-3 contacts):** - Use **drag & drop** - More visual and quick **For major reorganizations (10+ contacts):** - Use **bulk actions** - Considerable time savings **To follow-up + move:** - Use **CRM campaign** - Message + automatic action ### Efficient organization **Recommended routine:** 1. Each week: Check contacts in "Follow-up needed" 2. Manual drag & drop for adjustments 3. Bulk actions for mass cleanup 4. CRM campaign for scheduled follow-ups --- ## Concrete examples ### Example 1: Prospect qualification **Situation:** 20 prospects in "Contacted", 8 of which responded positively. **Action:** 1. Select 8 contacts who responded 2. Bulk action: "Move to stage" 3. Choose: "Conversation" 4. Validate **Result:** Clear organization between contacted prospects vs in conversation. --- ### Example 2: Temporary campaign ended **Situation:** "Black Friday" campaign ended, 30 contacts to redistribute. **Action:** 1. Select 30 contacts 2. Bulk action: "Move to pipeline" 3. Choose: "Prospects" pipeline + "Q1 Follow-up" stage 4. Validate **Result:** "Black Friday" pipeline emptied, contacts transferred to main tracking. --- ## FAQ **Can I undo a manual movement?** No. Once moved, contact doesn't return automatically. You must move them back manually. **Is contact notified when I move them?** No. Manual movements are **invisible to contact**. No message is sent. **How many contacts can I move at once?** There's no limit for manual movements. However, for performance reasons, avoid moving more than 100 contacts at once. **Can I move a contact from Instagram to Facebook?** No. Facebook CRM and Instagram CRM are **completely separate**. An Instagram contact can only be moved in Instagram pipelines. --- || **Related articles:** || - How to send a campaign from CRM? || - Can I put a contact in multiple pipelines? || - How to add, rename or delete stages? || - What's the difference between pipeline, tag and stage? --- ## Need help? If you have questions about contact movements, our support team is available: - **Email:** support@novalya.com - **Ticket Center:** Available from your Novalya space Our team aims to reply within 24 hours on business days.