Move a lead through the stages

Your pipeline is your working list. Adding a lead as an opportunity and moving it stage to stage is how you keep an at-a-glance picture of who needs a call, who’s waiting on an application, and who to revisit at AEP.

Add a lead to the pipeline

1. Open Opportunities from the left menu.
2. Add a new opportunity and connect it to the contact (or create the contact if they’re brand new).
3. Set the starting stage — usually New Lead.

Move it as things happen

As your relationship with the lead progresses, drag the opportunity to the stage that matches reality:

• Reached them and the conversation’s alive → Engagement
• Got an appointment on the calendar → Appointment Set
• Submitted their application → App Submitted
• Policy approved and active → Enrolled / Accepted
• Someone to circle back to at the Annual Enrollment Period → AEP Lead
• Not moving forward → Closed / Lost (keep it — the history is useful)

Use it as your daily driver

Open Opportunities each morning and work top to bottom. The stages tell you what each person needs next without you having to remember. A lead sitting in Engagement for two weeks is a signal to follow up; a stack in App Submitted is your paperwork to chase.

Keep it honest

The pipeline is only useful if it reflects reality. Move cards as things actually happen and it becomes the one screen that tells you where your business stands.