This guide shows you every single way to get people into your Pipeline Funnels contact database. Whether it's one person at a time or thousands from a spreadsheet, Pipeline Funnels makes it super easy to build your database and stay organized.

Goal: Add 25 new contacts per week to grow your business consistently.

🎥 Video Walkthrough (12 minutes)

Prefer to read? Keep scrolling for the written guide with quick-reference sections.

Why Building Your Database Matters

Think of your Pipeline Funnels as your digital rolodex on steroids. Every person you meet, every customer who buys, every team member you sponsor - they all go in here. This isn't just about collecting names - it's about having one central place to:

• Track every conversation with leads, customers, and team members

• Never lose touch with people who might be ready later

• Send automated follow-ups so nothing falls through the cracks

• See your business growth with visual charts of new contacts weekly

The magic number? 25 new contacts per week. That's just 3-4 people per day to keep your business growing steadily.

Manually Add Contacts One by One

Perfect for: Adding people you just met, new leads from events, quick updates on the go

Method 1: From Your Dashboard (Fastest Way)

Step 1: Click the green lightning bolt at the top left of your dashboard
Step 2: Choose "Add a contact"
Step 3: Fill in their info:

• Name / Email / Phone

• Mark them as "Lead" or "Customer" (a brand partner counts as a customer)

• Add their time zone if you know it

Step 4: Click "Save"

📺 See this in action at 1:15 in the video

You can also do this from the Contacts Page:

Step 1: Click "Contacts" in your left menu
Step 2: Click the little plus sign (+) button
Step 3: Same form as above - fill it out and save

📺 See this method at 3:04 in the video

Mobile Users: Download the LeadConnector app and do this exact same process from your phone!

Method 2: Import Contacts in Bulk (Hundreds at Once)

Perfect for: Phone contacts, Facebook/Instagram followers, Excel spreadsheets, even importing your entire PartnerCo downline.

Get Your List Ready First

You'll need to get your contacts into an Excel spreadsheet format. Google Sheets (or Numbers on Mac) also work just fine, so long as you can download/export your spreadsheet as a .csv file.

Common examples:

• Grab contacts from your phone

• Facebook friends who might be interested

• Old customer lists from other businesses

• Export your entire PartnerCo downline

Once you have your contacts in a .csv file, import them into Pipeline Funnels:

Step 1: Go to your Contacts page
Step 2: Click "Import Contacts" button at the top
Step 3: Upload your spreadsheet file
Step 4: Map your columns (name goes to name, email to email, etc.)
Step 5: Click import and watch them all get added automatically

📺 See bulk importing at 3:35 in the video

Important Ethics Note: Only import people you have a relationship with or who have given you permission. Don't just blast random people - that's spam and it's illegal! Watch our ethics video...

Automatic Contact Creation

Sometimes contacts get added to your Pipeline Funnels without you doing anything:

Method 3: When People Call or Text Your Pipeline Funnels Number

• Someone calls your PF number? Automatic contact created

• Someone texts you? Automatic contact AND the conversation starts

• You get notified on your phone through LeadConnector app

• You can respond right from Pipeline Funnels or your phone

📺 See automatic contact creation at 5:30 in the video

Method 4: Social Media DMs (Facebook & Instagram)

• Connect your Facebook and Instagram accounts (must be a business page)

• Someone sends you a DM? Automatic contact created

• Respond right from Pipeline Funnels using your saved message snippets

• Super handy for managing multiple social conversations in one place

📺 See social media integration at 7:07 in the video

Advanced: Create DM Automations

We've all seen people post things on social like "Comment the word BISCUIT and I'll send you my free biscuit recipe." That's called a DM automation, and it usually requires a 3rd-party tool like ManyChat. But not anymore! You can now create your own DM automations in Pipeline Funnels with no extra subscriptions required.

Method 5: PartnerCo Integration (customer purchases)

• Connect your PartnerCo account to Pipeline Funnels - Here's how

• Someone buys products from you? Automatic contact created

• They get added with "customer" status automatically

• Perfect for starting customer follow-up sequences

📺 See PartnerCo integration at 8:23 in the video

Advanced: Slenderiiz 30-day Follow Up Automation

If you have your PartnerCo account connected and someone buys Slenderiiz drops from you, they'll automatically get added into your 30-day automatic follow-up sequence, so you don't have to worry about sending all the SOG follow-up messages for Week 1, Week 2, etc. Read More about it here...

Lead Capture Forms and Funnels

Perfect for: Getting leads while you sleep, social media marketing, website visitors

Method 6: Simple Contact Forms

Pipeline Funnels gives you ready-made forms like:

• Basic contact form: Name, email, phone

• Coupon forms: "Get 15% off Slenderiiz drops for your email"

• Exit intent popups: Catch people before they leave your site

Advanced: Surveys and Quizzes (Pro Plan)

For those on the Pipeline Funnels Pro plan, you can create engaging quizzes that people actually want to take. They usually have much higher conversion than (boring) contact forms. Plus, people get valuable results and you get their contact information. It's a win-win for everyone!

Method 7: Pre-Built Product Funnels

Pipeline Funnels gives you ready-made funnels with lead capture forms already built in

Step 1: Go to "Sites" in your left menu
Step 2: Click "Product Funnels"
Step 3: Choose your funnel (Slenderiiz, Renew, etc.)
Step 4: Copy the link for the page you want
Step 5: Share that link everywhere - social media, text messages, emails

Example: The Renew funnel has a built-in health survey. People take the quiz, give their contact info at the end, and get automatically added to your Pipeline Funnels with perfect follow-up sequences ready to go.

📺 See forms and funnels in action at 9:04 in the video

What's Next? ➔ Organizing Your Contacts with Tags

Once people are in your system, don't just let them sit there! Here's how to stay organized:

Use Tags Smartly

• Product tags: Slenderiiz, Moa, Renew (what they're interested in)

• Status tags: Hot lead, customer, team member

• Source tags: Facebook, referral, event

Add Them to Pipelines

• Business leads → Business pipeline

• Product leads → Product pipeline

• New customers → 30-day product follow-up sequence

Set Your Daily Routine

Check your Dashboard every morning to see your contact growth chart. Are you hitting that 25-per-week goal? If not, focus more on the methods that work best for your style.

📺 See contact organization tips at 11:10 in the video

Frequently Asked Questions

Can I really import thousands of contacts at once?

Yes! Pipeline Funnels can handle 10,000+ contacts in a single import. Just remember - only import people you have permission to contact. Quality relationships beat quantity every time.

What if I don't have a computer? Can I do this from my phone?

Absolutely! Our LeadConnector mobile app gives you almost everything you can do on the computer. You can add contacts, respond to messages, and manage your business entirely from your phone.

Will Pipeline Funnels automatically sync with my PartnerCo account?

Yes, once you connect them! Every time someone buys products from you, they'll automatically appear in your Pipeline Funnels as a customer. Here's the step-by-step tutorial.

How do I get my phone contacts into Pipeline Funnels?

Export your phone contacts to a spreadsheet first, then use the bulk import feature. We have a separate tutorial specifically for this - search "phone contacts import" in our help center.

What happens when someone texts my Pipeline Funnels number?

Three things: (1) They automatically become a contact, (2) The conversation appears in Pipeline Funnels, and (3) You get notified on your phone through LeadConnector. You can respond from either place.

Can I connect my Facebook and Instagram to automatically capture DMs?

Yes! Once connected, every DM becomes a new contact and conversation in Pipeline Funnels. You can even use your saved message snippets to respond quickly with common answers like pricing info.

I imported contacts but they're not getting my messages. What's wrong?

Check if they have "DND" (Do Not Disturb) checked - this happens when someone unsubscribes. Also make sure you have permission to contact these people. When in doubt, start with a personal message asking if they'd like to hear about your products.

Questions? Our support team is available through chat if you need help getting your contacts organized!