What are the pipeline stages and what does each one mean?
The Lead Pipeline has five working stages plus two outcome buckets:
- New Leads — just entered the system from any source. They sit here until you take a first action.
- Contacted — you've placed an initial call or sent an email.
- Quoting — you're actively pulling carrier quotes for them.
- Proposal Sent — the quote / proposal is in their hands.
- Negotiation — you're working through terms, riders, payment, or objections.
- Prospect Won / Prospect Lost — outcome buckets the card lands in when you drag it to the win/loss drop zones at the bottom of the pipeline.
The five working stages are color-coded (blue, teal, amber, indigo, purple) so you can scan the whole board at once.
How do I move a prospect from one stage to the next?
On the Pipeline tab, just drag the card from its current column and drop it into the new column. The stage updates immediately and the "days in this status" timer resets to zero.
You can also change the stage from inside the prospect modal — open the prospect, pick a new stage on the Pipeline tab, and save.
How do I mark a prospect as won or lost?
Start dragging any prospect card and two drop zones slide up from the bottom of the screen — a green Prospect Won zone on the left and a red Prospect Lost zone on the right. Drop the card on one of them.
Won/Lost prospects come off the active pipeline columns but stay searchable from the Table tab using the Pipeline Status filter.
What do the colored badges on each card mean?
Each prospect card carries two visual cues:
- A colored dot next to the source label — indigo for Marketing Profile leads, emerald for Quote Engine leads, cyan for Website Form leads, amber for manually added or imported leads.
- A days-in-status pill on the right — green (fresh, 0–2 days), amber (aging, 3–6 days), red (stale, 7+ days). The pill resets when you move the card to a new stage.
The stale badge is the one to watch — it's the visual nudge that a prospect is going cold.
Can I rename the stages or add new ones?
Not currently. The five working stages and the two outcome buckets are fixed so the reporting and color coding stay consistent across every account.
If you need finer-grained tracking — say, separate "Awaiting Underwriting" and "Awaiting Issue" buckets — use the Notes tab on each prospect to capture sub-states without breaking the pipeline structure.
Why does my prospect card show a red days badge?
Red means the prospect has been sitting in the same stage for 7 or more days. It's a visual warning that the lead is going stale and probably needs a follow-up call, email, or a decision to mark it Lost.
Moving the card to any other stage — or just adding a follow-up note — won't reset the badge unless the stage actually changes. The timer is tied to pipeline_updated.
