03 - Opportunity Pipeline

This article explains how the referral partner opportunity pipeline works in CareFunnels and how to create and move opportunities through each stage.

How It Works

1. What the Pipeline Shows

   • The opportunity pipeline is a working list of your active relationships, not every contact in the system.

   • Each stage reflects where you are in building the relationship.

2. The Five Pipeline Stages

   • Prospecting: You’ve identified the person but haven’t visited yet.

   • Development: You’ve visited once or twice, but no referrals yet.

   • Warm: They’re engaged and the relationship is building.

   • Active Referrer: They’ve referred at least once.

   • Key Partner: Your top-tier partners, referring at least once a month, every month.

3. Create an Opportunity

   • Go to the Opportunities page and click to create a new opportunity.

   • Enter the contact and name the opportunity using their name plus their company name so it’s easy to recognize.

   • Select the Referral Partners pipeline and choose the stage that matches where the relationship stands today.

4. Move Opportunities Forward

   • Drag and drop the opportunity to the next stage as the relationship progresses.

Key Takeaway
The pipeline shows exactly where each referral relationship stands, from first identification to key partner. Opportunities only move forward because your team shows up and does the work, so keep stages up to date as relationships grow.

✅ Tip: Remember that a contact must be linked to a company before you can connect an opportunity.