Pipelines

Reusable stage templates that campaigns and workflows can apply to targets.

Workflows

Lead Pipeline

Default

Pre-contract lead recovery: vet imported leads, research owners, locate contact info, run a compliant multi-touch outreach sequence, and get a §1582 contingency agreement signed. Signed leads graduate to the Claim Pipeline.

Raw LeadLocatedOutreach ActiveEngagedContract SentSignedClosed – Lost
7 stages · 3 workflowsUse in campaigns