The Contact Pipeline helps you manage and track contacts throughout the lead lifecycle. Contacts are organized into different stages based on their current status, allowing your team to efficiently monitor engagement, follow-ups, and progression through the sales process. Use the pipeline to view, update, and manage contacts as they move from initial lead generation to conversion.

Pipeline Stages and How to Update Them:

Leads
- Definition: Initial conversations with potential borrowers who have not started or completed an application.
- How to Add:
  1. To create a new lead click the "+ Add lead" button in the pipeline tab.
  2. In the contact popup, Choose a contact or create a new contact. Enter the potential loan amount in the "Transaction Potential" field and save the contact.
Create Follow Ups in Leads Tab
- In the leads tab , click Set Follow-Up to create a new follow-up, activity, or note for a contact.
- If a follow-up already exists, click the Edit icon to update the scheduled follow-up date.
- When multiple future follow-ups are scheduled, only the nearest upcoming follow-up date is displayed. Once it is completed, the next scheduled follow-up date will automatically appear.
- Validation checks prevent incomplete Follow-Up, Activity, or Note records from being saved by displaying error messages when required information is missing.
- Once scheduled, the Follow-Up Date will be displayed in the Follow-Ups column for easy tracking and visibility.
B2B & B2C Contact
- Use the B2B and B2C tabs in the Pipeline section to view contacts based on their selected contact type.
- When switching between tabs, the contact list is automatically filtered to display only the contacts associated with the selected category.
- Lead stages are dynamically updated based on the contact type, ensuring that users see the most relevant stages and workflow for either B2B or B2C contacts.
Search Bar to the Pipeline Tab
- A search option is help users quickly find transactions and contacts.
- Supports searching by key fields such as borrower/contact name, transaction/loan ID, and property address.
Advanced Filter
- Users can quickly filter pipeline data based on predefined time ranges or select a custom date range as needed. The filter is accessible directly within the Pipeline view for quick and efficient data analysis.
- Users can set a Custom Date Range, In the modal popup by selecting a quick action or manually choosing the From and To dates, then clicking the Apply button.
- Click the Filter option to refine your data. Enter the field name, choose the desired condition, and click the Apply button.
- The contacts list will be displayed based on the selected filter condition.
- Click the "+" icon or select Add New Segment Group to create an additional condition.

Pipeline Action Icons

On the Pipeline tab, use the checkboxes to select multiple contacts.
Click the Hide icon to remove older loans from the Pipeline view. Hidden loans are automatically excluded from active views, reports, and all related calculations. Additionally, when importing a contact or creating a new contact, if the Stage value is assigned as “No Sale,” the loan will be automatically moved to Hidden Loans.
Click the Show Hidden Items checkbox to display hidden contacts. Hidden contacts will appear in a disabled view, indicating that they are currently inactive.
Click the "Pencil" icon to update the contact, click the "Export" Icon to export the contact data. and click the "Delete" icon to remove the contact