Contacts & Pipeline6 min read
Understanding the 20-Stage Pipeline
Learn how the AIVIONT pipeline works and what each stage means for your deals.
1
Navigate to Pipeline to see your deal board.
2
The pipeline has 20 stages from "New Lead" to "Policy Delivered."
3
Drag deals between stages or use automations to move them.
4
Each stage has recommended actions and follow-up cadences.