Opportunity Pipeline

The Opportunity Pipeline delivers consistency and clarify along with a host of features to improve your workflow. Immediately within the pipeline you will be able to see a summary of where your deals are at and update them all in the one place.

The cards have are designed for better layout, with information such as Opportunity Due by Date and Next Task Due by Date. We've also introduced new colours to signal urgency and highlight importance.

The flyout menu displays checklists that contain tasks. You can see all the information on the clients file without having to open the file. Users can also add notes on the go, or need to jot down important information on a client account.

Tasks are nestled inside checklist and users can choose to automatically apply template checklist through the workflow screen.

All users can design custom tasks and checklists.

Probably the most powerful feature of our Opportunity Pipeline is the Automated Workflow tool. All users can create their own workflow and automate it based on conditions and triggers.

For instance, users will be able to create a checklist of tasks and set up an automated email communication (options will extend to SMS with upcoming enhancements).

As certain steps need to be taken before an automation is set, clarity has been a priority in creating screens for Workflows. Clear labels, descriptions and tooltips are provided every step of the way to ensure users are confident in every interaction.

You can locate the Opportunity Pipeline from the left toolbar. The old Pipeline will be decommissioned over time.

We have created a default pipeline, ready for you to use, called the default pipeline. Use our default 13 stages as shown below or create your own specific Pipeline - the choice is yours. You can create as many pipelines as you like, it all comes down to how you like to work and what processes you would like to implement.

Zoom feature allows you to select from Small | Medium | Large, client card views

Filter option allows for the below 10 different filter options within the Opportunity Pipeline.

You can create as many different Pipelines as you need, via the Settings section. The settings options available to you are:

Statuses

Your Opportunity Pipeline results are driven by the Status that you allocate to your client account opportunities. The status on your client account is displayed in different places.

- Within the Overview tab and

- Within the Loans & Products tab

- Within the Opportunity Pipeline

Ensure your client is always sitting within the most appropriate status within the Opportunity Pipeline.

Editing the status – from the client account

Editing the status – via the SOCA

Editing the status – via the Opportunity Pipeline. You can simply drag and drop your client to the relevant status directly within the Opportunity Pipeline.

Statuses

Use the setting tab >> statuses, to create any new statuses to use within your new pipeline.

Checklists and Tasks

Use the setting tab >> checklists, to create any new tasks to use within your new pipeline.

The Opportunities Pipeline is an incredible tool that can automate your broking business. Watch the detailed training video that explains how to create workflows with associated automated activities such as emails & checklists: To access the detailed training video, click on this link: Registration (https://oxcel.com.au/)

Automated workflow and tasks keep you interacted with your clients. It can make you and your business more efficient and streamlined. You can create as many checklists, tasks, or emails as you require for each lead status within your Opportunity Pipeline.

Disclaimer: This information is current as at the time of each QRG publication. It is a general information guide only.