How do I manage my pipeline in the LeadConnector app?

Opportunities in the LeadConnector app let you track every family inquiry or referral as it moves through your pipeline, from first call to start of care. You can call, text, tag and move opportunities right from the pipeline without opening each one.

Work your pipeline

1. Go to Opportunities, then Pipelines.
2. Swipe through your stages, such as New Inquiry, Assessment Scheduled and Start of Care.
3. Use the quick actions on each card to call, message, add a note or task, add a tag or move the opportunity to another stage.

Small counters on each card show how many conversations, notes, tasks and tags it has, so you can see activity without opening it.

Open an opportunity

Tap a card to open the full view. The buttons at the top let you call, message or tag. Below, switch between the Details, Tasks, Notes, Appointments and Transactions tabs to see and update everything in one place.

Choose what shows on each card

1. Go to Opportunities, then Settings, then Customize Cards.
2. Choose the fields to show. Name, Value and Owner appear on the top line. You can add up to 4 more fields, such as Source or Lost Reason, for up to 7 in total.
3. Choose the quick actions to show. The defaults are Message, Add Tag, Add Task and Move Opportunity.
4. Tap Save. Your cards update right away.

Tip: pick the fields you check most often, such as referral source or payer type, so you rarely need to open the full record.

Common questions

• Will my card layout change on my computer too? No. Card settings in the app apply to the app only.
• My card layout went back to the default. A major app update can reset card settings. Set them again in Customize Cards.

Have a question about your own account? Submit a ticket and our team will follow up.