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.
Sales Pipelines
- Getting Started with Sales Pipeline
- Setting up a Sales Pipeline
- Using the Sales Pipelines Board & Sales Opportunities List
- Using the Leads List
Sales Opportunities
- Working with Sales Opportunity Records
- Adding Sales Opportunity Products
- Associating Sales Opportunities with Policies
- Creating Sales Opportunity Workflows
Dashboards
Reports
- [Webinar] Standard Sales Reports
- Lead Information Report
- Time to Contact Report
- Opportunity Journey Report
- Opportunity Lost Reason Report
- Sales Production Report