Watch our Pipeline training session to discover how to manage leads and create journey’s with personalized communications.
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Training Length
40 minutes
Learn How To
Use the Pipeline Lead Management Dashboard
Unlock the Full Potential of Pipeline
Ready to make the most of your Pipeline? Our in-depth, easy-to-follow video guide is here to help you navigate Pipeline and maximize its features, streamlining your agency’s operations.
We’ll explore how to navigate the dashboard, manage leads, view reports, and delegate leads to team members.
Our video guide is designed to empower you with the knowledge to make the most of your Pipeline lead management platform. If you need further assistance, our support team is just a click away.
What You’ll Learn:
???? Foundational Strategy: Learn the basics to understand how to effectively use Pipeline and strategize how to use within your agency.
???? Create Journeys: Watch ways to create Pipeline Journeys so that leads get personalized communications based on the stage they are in.
✅ Manage Leads: Add leads and navigate the Pipeline so your team can move leads seamlessly from stage to stage.
???? Review Reports: Check out the reporting capabilities for Pipeline and how you can manage your team while they work leads.
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About Agency Revolution.
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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