Note: This article links to articles with Legacy-only components. If you are using our AMS+ product, this article does not apply to you. Not sure which product you’re using? Refer to this article for guidance.
The Sales Pipeline is a legacy feature of our AMS+ product. To streamline this Knowledge Base, all articles related to Sales Pipeline have been moved to a dedicated Legacy Knowledge Base.
This page provides direct links to these resources in the Legacy Knowledge Base, ensuring continued support while maintaining the focus on our current product suite.
- Getting Started with Sales Pipeline
- Setting up a Sales Pipeline
- Using the Sales Pipelines Board & Sales Opportunities List
- Using the Leads List
- Working with Sales Opportunity Records
- Adding Sales Opportunity Products
- Associating Sales Opportunities with Policies
- Creating Sales Opportunity Workflows
- [Webinar] Standard Sales Reports
- Lead Information Report
- Time to Contact Report
- Opportunity Journey Report
- Opportunity Lost Reason Report
- Sales Production Report