Leads & Pipelines

Import leads, build pipelines, score contacts, and route opportunities.

Articles in Leads & Pipelines

• How do I build a pipeline for Medicare leads?

  Create a pipeline in Settings → Pipelines and build stages around the Medicare sales process: New Lead, Contacted, SOA Signed, Needs Analysis, Application Submitted, Effective. Each stage can trigger its own automation and compliance requirement.

• How does AI lead scoring work?

  unLocked AI reviews engagement signals — call answers, text replies, email opens, form activity, quote views, and time since last touch — and ranks contacts by likelihood to move. Scores refresh continuously and can drive routing, dialer order, and automations.

• How do I route leads to the right producer?

  Lead routing rules live in Settings → Routing. Assign by state license, product line, lead source, round robin, or availability — and add a fallback owner so no lead ever lands unassigned.