If you’ve ever wondered, “Did I follow up with that lead?”—you need to start using Pipelines inside Agent CRM.

The Pipeline tool (also called Opportunities) gives you a visual layout of every contact’s journey—from first touch to closed deal—so you never lose track of a lead again.

Whether you’re automating the process or manually moving contacts, the pipeline keeps you organized and helps you close more business, faster.

🔄 What Can You Do with Pipelines?

• Automatic Movement

Leads move to the next stage automatically as they:

• Submit a form

• Book an appointment

• Complete a workflow

For example:
A lead fills out your “Life Insurance Quote” form → They instantly appear in the “Appointment Set” stage of your pipeline.

✅ No manual sorting. Just results.

• Manual Control When You Need It

Want more hands-on management?
Simply drag and drop any lead card to another stage, like:

• No Show

• Not Interested

• Sale Made

Agent CRM will automatically trigger the matching follow-up:

• “No Show” sends a reschedule message

• “Not Interested” sends a re-engagement email

• “Sale Made” kicks off your onboarding automation

• Built-In Automation by Stage

Each column in your pipeline can fire off its own automation. This keeps your sales process running, even when you’re not.

Example actions:

• New Lead → Sends welcome text + intro email

• Appointment Set → Sends confirmation & reminder

• Sale Made → Launches onboarding series

• Referral Requested → Sends your referral campaign

🏆 How to Win with Pipelines

Use your pipeline as your daily dashboard.
Just focus on moving leads from left to right:
New Lead → Appointment Set → Appointment Complete → Sale Made

This simple visual system ensures:

• No leads get lost

• Follow-ups happen automatically

• You always know your next step

🎥 Want to See It in Action?

Head to your Activator Tab > Phase 2: Launch & Daily Use
Watch the training video:
👉 “Use Pipelines to Track Leads”
You’ll see a full demo on how to manage and automate your pipeline.

💡 Pro Tip:

Collapse the stages you don’t need to focus on today.
Then work the columns with the most activity first—so you always take action where it counts.

Start Tracking Leads Like a Pro

Your pipeline is the nerve center of your sales process.
👉 Start your 14-day free trial and use the Pipeline tool to organize your leads, automate your follow-up, and close more deals.