Staying organized and knowing where each opportunity stands is key to closing more deals. That’s where the Accountable Pipeline comes in.
For non-mortgage users, the Pipeline page makes it easy to track leads, manage prospects, and move deals forward—step by step.
This guide will show you how to use the Pipeline to stay on top of your sales and improve your results.
What Is the Pipeline Feature?
The Pipeline feature is a powerful, dynamic dashboard designed to help you visualize, track, and manage all your sales opportunities in one place. More than just a basic tracker, it provides a comprehensive solution to oversee your sales process from lead generation to deal closure.
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Getting Started with the Pipeline Feature
Step 1: Add a Contact to the Pipeline
To begin tracking a lead in the pipeline, you first need to add a contact.
Navigate to the Scoreboard Page:
Click on the Scoreboard tab.
Locate and click the Quick Action button at the bottom left.
Select the contact you wish to add.
See the screenshot below for reference:
Enter Contact Details:
Fill in all the required fields, including sales potential (the estimated value of the lead).
Click Save to confirm the entry.
Step 2: Managing Your Pipeline Leads
Once a contact is added, it will appear in the Pipeline page as a lead. From here, you can manage your pipeline effectively:
Tracking and Converting Leads
View and track your leads.
Create follow-up activities to engage with prospects.
Work toward converting leads into closed deals.
Step 3: Editing and Deleting Contacts
To update or remove a contact from the pipeline:
Edit Contact Details:
Click the checkbox next to the contact’s name.
Select the Edit icon.
Modify the contact’s details, including assigning categories, accounts, or contact types.
Click Save to update.
Delete a Contact:
Click the checkbox next to the contact.
Select the Trash icon.
Confirm deletion if necessary.
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.