TalkaDot Admin How to...

🔁 Reload Opportunities into the “TalkaDot Follow-Up” Pipeline. This action allows you to reload one or more contacts into the TalkaDot Follow-Up pipeline and restart their follow-up workflow.

🧩 Steps to Reload Pipeline for Specific Contacts:

1. Go to Contacts in the left-hand menu.

2. Select the contact(s) you want to reload:

   • You can choose one, multiple, or all contacts using the checkboxes.

3. Click on "Add Tag" from the action menu.

   • Tag to apply: "Talkadot Reload"

4. In the Audit Log Note or “Action Description” field, enter a brief note like:

   • "Pipeline Reload Triggered - Talkadot"

5. Click Submit to apply the tag.

✅ Once the tag is added, the system will automatically:

• Remove the existing opportunity (if needed)

• Create a new one in the TalkaDot Follow-Up pipeline

• Trigger the associated workflow for that pipeline

💡 Use this method any time a contact needs to be re-enrolled in the Talkadot follow-up process.