Training Length
1 Hour
Learn How To
Use My Day in Pipeline
Learn About My Day in Pipeline
Ready to take control of your leads and never miss a follow-up? Watch this Pipeline platform training recording, where we explore the My Day Dashboard, your daily command center for managing pipeline leads, tracking due dates, and keeping your sales process moving forward!
Our video guide is designed to empower you with the knowledge to make the most of your Pipeline platform. If you need further assistance, our Help Center has even more information.
What You’ll Learn:
???? Pipeline Overview: Get a quick breakdown of how Pipeline works, including stages, automated steps, and how leads move through the journey from prospect to closed client.
???? The Power of Due Dates: Understand why due dates are the heartbeat of the My Day Dashboard and learn best practices for setting and advancing them — ideally within a 24 to 48-hour window, to keep leads from falling through the cracks.
✅ Navigating My Day as an Agent: See how agents can use the dashboard as part of their daily routine to view overdue leads, take action, add notes, advance leads to the next stage, and mark their work complete for the day.
???? Manager View & Accountability: Learn how managers use the My Day Dashboard to monitor all pipelines, spot overdue leads across their team, assign new leads to agents, and keep everyone accountable to an active pipeline strategy.
???? Leads Without Due Dates & Recent Assignments: Discover how the dashboard surfaces leads that are missing due dates and highlights the most recently assigned leads, so nothing slips through unnoticed.
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Agency Revolution is the leading provider of client engagement tools for the insurance industry. Forge, our cutting-edge website platform designed specifically for insurance agencies, provides a seamless online experience for both agents and clients. Fuse, our flagship marketing automation platform, streamlines communication with clients and prospects, allowing agencies to stay connected and engaged with their audience.
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