Contacts & Pipeline6 min read
Understanding the 17-Stage Pipeline
Learn how the AIVIONT pipeline works and what each stage means for your deals.
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Navigate to Contacts to see your pipeline.
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The pipeline has 17 stages from "New Lead" through "Closed Won" and "Closed Lost."
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Update contact stages by clicking on the stage dropdown or let automations move them.
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Each stage has recommended actions. Aria tells you exactly what to do next.
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Key stages: New Lead, Contacted, Appt Set, Appt Completed, Needs Analysis, Illustration Sent, Application Submitted, Pending Underwriting, Policy Issued, Closed Won.