Note: If you are on the Plus or Premium plan, there is a new Pipeline Automation tool available for you and this article is no longer relevant.
The Pipeline Migration is the building block of your sales funnel design. This is where you move your leads from one list to another, or from one step in your sales pipeline to the next.
List, Campaign or Step?
In myphoner, a List is the basic denomination of a lead collection. We chose to call it a list, but you can call it a campaign or a pipeline step if it suits you better. It depends on the context.
For the purpose of migrations, these terms are completely synonymous. But depending on the reason why you are migrating leads, you might prefer one term over the other. Just keep in mind that synonymy.
Getting to the migration screen
Choose New Pipeline Automation in the context menu of the list. The context menu is the button you see in both the Manage -> Lists screen and the Work screen.
When viewing the list, its context menu is available from the submenu (see screenshot).
When migrating, you need to decide what leads to migrate. You must choose a list for the migration as well as an action. The rest is optional. If you do not fill in the states and categories, all leads will be migrated.
Pro Tip: You can migrate a single lead to another list by clicking the icon next to the list name when viewing the lead.
If you are migrating to an existing list, the two lists must have identical fields (the order of fields doesn't matter). If the fields are not identical, the migration will fail with a warning telling you what fields it couldn't match.
Choosing the scope of a lead migration.
Define Changes to the Leads
The next step is to decide what change you want to make for the leads that will be selected from the above criteria.
Mark leads as - allows you to either keep the disposition the same or change them as needed (for example callback leads to new).
Delegate leads - allows you to have the leads claimed by a particular agent.
Give back leads - sets the leads back to an unclaimed state.
Reset follow-ups - this will queue the leads for immediate calling.
Reset activity log - deletes activity log, makes lead look brand new.
Lastly, you'll need to complete the automation, we always suggest clicking 'Save & Test' first as you can then see if there would be an error/work as expected.
Testing the migration before you run it
To make it clear what will happen, before it actually happens, we provide a migration test, that will simulate the migration without changing anything.
When you think your scope is right, simply click the Save & test button and wait for the result.
When the simulation is over, the migration log will show you what is going to happen, including how many leads the migration is going to be affected.
You can adjust your scope and test again as many times as you like, and only run the migration when you are confident it is correct.
Viewing test output for a lead migration.
The rest is easy. When you are confident that the test output is correct, just hit the Save & run now button.
When the migration has finished, you'll get a button below the output log taking you directly to the list configuration if you need to adjust the new list.
When leads are migrated, an event is created in their activity feed. So you can always see when and how a lead was moved around between lists by looking at the lead.
How to export your data