Can I change the stages on the referral pipeline?

Press Customize stages on the referral Pipeline to rename stages, hide optional ones and add your own steps without moving prospects. Follow up sets reminders.

Quick answer1 min readUpdated for AveeCare
Short answer

Yes. On the referral Pipeline, press Customize stages. Rename any stage in your own words, use Hide this step for optional steps you skip, or add a step of your own (for example, Insurance verified) and choose which stage it Comes after. Saving changes the stages for your whole agency without moving anyone’s prospects. Use the standard stages puts everything back. Follow up on a prospect sets a date and optional reminder, and the Referral follow-ups block lists what is due on any page you add it to.

Step by step

  1. Open Referrals and the Pipeline.
  2. Press Customize stages.
  3. Rename, hide or add steps, choosing where each new step goes.
  4. Save.

Good to know

  • The Referral follow-ups block is on nobody’s page until someone adds it.
Written by
Calvin Nesvig
Founding Partner, AveeCare

Builds AveeCare full-time. The AveeCare Help Center is written and maintained by the team that builds the product, so the steps in every article come from the same people who ship the features.

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