The pipeline is made up of 4 pipeline stages.

Leads are advanced through the pipeline using our 'Intelligent Lead Progressor'. To access the lead progressor, simply click on the client's name. Once you are on the lead edit screen, you can view the 'Progress Sale' box, which will highlight the fields that need to be completed before the lead can move onto the next stage.

In this screenshot, you can see that the fields "Potential Premium" and "Potential Income" need to be filled in before we can move the lead into the Fact Finding stage.

The required fields will change at each stage, dependant on which pipeline stage the lead is in.

The below explains each pipeline stage and outlines the requirements for each lead to progress to the next stage.

The 'Prospects' stage of the pipeline encompasses newly added leads. To advance a lead from 'Prospects' to the 'Fact Finding' stage, ensure the following fields are filled:

In the 'Fact Finding' stage, essential information is gathered about the client's needs, preferences, and situation. To progress a lead from 'Fact Finding' to the 'Quoted' stage, complete the following field:

Note: Leads in this pipeline stage make up the 'Potential Premium' and 'Potential Income' in your 'Analytics'.

Leads with provided quotes reside in the 'Quoted' stage. To move a lead from 'Quoted' to the 'Won' stage, populate these fields:

Note: Leads in this pipeline stage make up the 'Open Pipeline' in your 'Analytics'.

The 'Won' stage includes leads that have converted into sales.

Note: Leads in this pipeline stage make up the 'Actual Premium' and 'Actual Income' in your 'Analytics'.

Leads marked as 'Opportunity Lost' at any stage are moved to the 'Lost' stage. To mark a lead as a lost opportunity, click the 'Disqualify' button on the top menu bar within the edit lead screen and select the specific reason.