Watch our Pipeline training session to navigate ready-to-use Quick Start Pipelines.
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Training Length
1 Hour
Learn How To
Use Quick Start Pipelines
Learn About Tracking Leads
Quick Start Pipelines are ready-made pipeline templates built directly into Fuse that give you a pre-built set of stages and automated steps for managing and converting new business leads. Rather than building a pipeline from scratch, you can launch one in minutes using a template that already has everything your team needs to follow up consistently, stay organized, and move leads through the journey faster. The faster you work a lead, the more likely you are to win the business.
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:
🗂️ What Quick Start Pipelines are and which ones are available: Explore the library of ready-made templates including New Business Personal, New Business Commercial, Auto, Homeowners, Life Insurance, and Referral pipelines. Each one is pre-built with five standard stages and automated email steps already timed and ready to go.
⚙️ How to activate your pipeline and launch automated steps: Walk through selecting a template, clicking “Use Template” to create your active pipeline, reviewing the automated steps in each stage, disabling the outbox for faster sends, and launching each stage live before adding a single lead.
👥 How to set up your team with the right roles and notifications: Learn the difference between manager access (full visibility, reporting, lead assignment) and agent access (their leads only), how to verify users have Fuse login access, and how to enable browser notifications so agents are alerted the moment a lead is assigned to them.
📋 Three ways to add leads to your pipeline: Add leads manually for phone call walk-ins, upload a CSV batch for warm lead lists, or connect a Fuse form on your website so leads flow directly into the pipeline in real time the moment someone hits submit.
🌐 How to connect a Fuse form to your pipeline: Pull a form from the Content Library, customize and launch it, then use the form settings to link it to the right pipeline and assign a fallback manager who will be notified of every new lead as it comes in.
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