Lead-to-Deal Pipeline

Advisor Quick Reference Guide

Click any stage for details
📥 Lead Entry Paths

Path A: Advisor Works Lead

Lead Assigned → Attempting → Connected → Qualified

Path B: Live Transfer

Fronter Qualifies → Live Transfer → Advisor Takes Over
✓
QUALIFY
Deal Creation
Required

Lead Types

Live Transfer Fronter Booked Advisor Self-Gen Web Lead Referral Cold Email
📊 Deal Pipeline Stages
Discovery
Stage 1
→
Proposal
Stage 2
→
Nurturing
Stage 3
→
Closed Won
🎉 Complete
Long Term
From Proposal or Nurturing only
Closed Lost
Available from any stage

Click any stage for details and requirements

⚡ Quick Rules
🚫 No skipping stages — must progress sequentially
⏱ Long Term only from Proposal/Nurturing, not Discovery
✅ BANT qualified — Budget, Authority, Need, Timeline
📝 Required fields must be completed before stage changes
Stage Details