Pipeline

Your Client Streamline account includes a Medicare sales pipeline that tracks every lead from first contact all the way through enrollment. You’ll find it under Opportunities in the left menu.

The stages

Each lead moves through these stages as your relationship progresses:

Stage	What it means
New Lead	A fresh contact you haven’t worked yet.
Engagement	You’ve made contact and the conversation is active.
Appointment Set	An appointment is on the calendar.
App Submitted	You’ve submitted their application.
Enrolled / Accepted	The policy is approved and active.
AEP Lead	Someone to revisit during the Annual Enrollment Period.
Closed / Lost	Not moving forward — kept for your records.

How to use it

Think of the pipeline as your working list. Drag an opportunity from one stage to the next as things happen, and at a glance you always know who needs attention, who’s waiting on an application, and who to circle back to at AEP.

In this section

• Move a lead through the stages — creating an opportunity and updating its stage.