Your pipeline tracks every lead from first contact to policy bound. Here's how to use it effectively.
Your pipeline has 7 stages. Each one represents a step in your sales process, and many trigger automations when a lead moves into them.
A prospect just entered your system via form submission, phone call, referral, or manual entry. The Speed-to-Lead automation engages them immediately.
You've made first contact. The lead is aware of your agency and has been engaged.
The prospect has asked for a quote. This triggers internal alerts so your team knows to prioritize this lead.
You've sent a quote. The Pipeline Stage Alert, Quote Sent automation fires, triggering a follow-up sequence to keep the prospect engaged.
The prospect is comparing options or discussing terms. Active follow-up is critical at this stage.
Policy bound! The Pipeline Stage Alert, Closed Won automation fires, triggering review requests and onboarding workflows.
The lead didn't convert. Tag the reason (price, coverage, competitor, no response) for quarterly analysis.
Moving a lead isn't just organizational. It activates workflows that keep your sales process running.
In the board view, simply drag a lead card from one stage column to the next. The system automatically triggers any automations tied to that stage.
Moving a lead isn't just organizational. It activates workflows. Quote Sent triggers follow-ups. Closed Won triggers review requests. Every move does something.
Leads that sit untouched go stale. The Deal Pulse automation monitors for this and flags leads that need attention. Check your Stale Leads dashboard widget daily and take action. A quick call or text can revive a cold lead.
If you have questions about your pipeline or need help managing your leads, reach out to our support team.