Operations

Pipeline

Open opportunities across the sales process — Lead → Application → Won.

New Lead

1 opportunity

Robert Nguyen
Suspect
Health
Capture lead card at next FL Blue event
Unassigned— · 21d
Overdue follow-up

Contacted

0 opportunities

Empty

Appointment Scheduled

1 opportunity

Patricia Vega
Client
Vega Household
Ancillary
Annual review meeting
E.A. Pinder III$480 · 12d

Fact Finder Complete

1 opportunity

Marcus Carter
Prospect
Carter Household
Health
Schedule suitability review
E.A. Pinder III$4,800 · 3d
Missing budget

Suitability / Needs Analysis

1 opportunity

Diane Hollis
Lead
Health
Capture SMS consent and send suitability form
Donna Reynolds$2,400 · 7d
Missing consentOverdue follow-up

Recommendation Preparing

1 opportunity

Marcus Carter
Prospect
Carter Household
Life
Send Exclusive Brokerage preliminary application
E.A. Pinder III$1,200 · 1d
Awaiting recommendation

Recommendation Presented

0 opportunities

Empty

Decision Pending

0 opportunities

Empty

Application In Progress

0 opportunities

Empty

Won / Client

0 opportunities

Empty

Lost / Not Proceeding

0 opportunities

Empty