The pipeline is the Kanban board where every active deal lives. Each card is a quote in motion — from the moment you start collecting bills to the day the REP confirms the enrollment. You'll spend more time here than anywhere else.
Stages, briefly
Default stages are configured by your admin in Settings → Pipeline. The standard flow:
- Prospect — name and address only, no usage yet
- Bill collected — you have usage, the bill is parsed
- Quote sent — proposal delivered, awaiting feedback
- LOA out — Letter of Authorization sent for signature
- Contract out — REP contract sent for signature
- Enrolled — REP confirmed the switch, awaiting flow date
- Closed won / lost — terminal states
Moving a deal
Create a deal from a customer
Open a customer, click Add to pipeline. A card appears in the first stage. You can also create deals directly from the pipeline using the + button at the top of any column.
A pipeline card shows business name, estimated commission, and the term length on offer. Drag between stages
Grab the card and drop it on the next column. The platform records the timestamp and the user who moved it — useful for audits and for team reviews.
Drag-and-drop. The forecast tile at the top updates the moment you release the card. Set close date and commission estimate
Click the card to open it. Set Expected close date and adjust Estimated annual commission if the auto-calculated number from the quote needs an override.
Configure stages (admins only)
If your team works differently, an admin can rename, reorder, add, or remove stages from Settings → Pipeline. Renaming a stage doesn't move cards; deleting one moves them to the column to its left.
Pipeline stage configuration — drag to reorder, click to rename.
Tips & gotchas
Each stage has a default probability (Prospect 10%, Quote sent 30%, Contract out 70%, etc.). Weighted forecast = commission × probability. Override stage probabilities from settings if your close rates run different.
Moving a stalled deal to "Closed lost" is better than leaving it in "Contract out" for three months — both for your forecast accuracy and your sanity. Add a reason on close so you can spot patterns later.
Hold Shift and click multiple cards to select a batch. Drag any one of them and the rest follow. Useful when an REP confirms a list of enrollments at once.