What does the pipeline functionality provide?
We have designed a modern Pipeline Kanban Board so you can easily track the status across all your prospects across simple categories:
- Lead In (Step 1 - this step is where all prospects start; as an open lead)
- Form Pending (Step 2 - this step is where you are collecting information to review)
- Analysis (Step 3 - this step is where you are analyzing the best plans for your prospect)
- Proposal (Step 4 – this is where you are meeting with prospect to recommend best plans)
- Recent Close (Step 5 – this is where you win and close the business)