Contacts & Pipeline

Managing contacts, pipeline stages, and deals.

Managing Your Contact Database

Add, edit, tag, and organize your contacts in AIVIONT.

5 min4 steps

Understanding the 20-Stage Pipeline

Learn how the AIVIONT pipeline works and what each stage means for your deals.

6 min4 steps

Creating and Managing Deals

Create deals, assign them to contacts, and track them through your pipeline.

4 min4 steps

Using Tags and Segments

Organize contacts with tags and create dynamic segments for targeted outreach.

4 min3 steps

Pipeline Analytics and Reports

Track conversion rates, deal velocity, and revenue by pipeline stage.

5 min3 steps

Bulk Actions on Contacts

Select multiple contacts to tag, assign, move, or delete in bulk.

3 min3 steps

Contact Activity Timeline

View the full history of emails, calls, notes, and stage changes for any contact.

3 min3 steps

Duplicate Contact Detection

Find and merge duplicate contacts to keep your database clean.

3 min3 steps

Using the Lead Marketplace

Browse, filter, and purchase verified insurance leads from the marketplace.

5 min4 steps

Creating Custom Contact Fields

Add custom fields to contact records for carrier, policy number, and more.

3 min3 steps

Exporting Your Contacts

Download your contact database as a CSV file at any time.

2 min3 steps

Adding Notes to Contacts

Keep detailed notes on each contact for follow-up context.

2 min3 steps
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