03 - Introduction to the Opportunity Pipeline

This article introduces the Opportunity Pipeline in CareFunnels and explains how it helps you manage leads efficiently from first contact through conversion.

An opportunity represents an active lead — someone who has shown interest in your services (as a client or caregiver). The goal is to convert each opportunity into either a new client or a new team member.

Instead of tracking conversations and follow-ups manually, CareFunnels creates and organizes opportunities automatically whenever someone fills out a form on your website.

Managing multiple leads can get messy. The pipeline gives you a visual workflow that:

• Shows you exactly where each lead stands in your process

• Helps you avoid missing follow-ups

• Keeps your team aligned on next steps

To access your pipeline:

1. From the left-hand menu, click Opportunities.

2. You’ll see the stages of your pipeline, such as:

   • New Lead

   • Qualified Lead Nurture

   • Assessment Scheduled

   • Assessment Completed

   • Agreement Sent (and more depending on your setup)

Each stage represents a step in moving a lead closer to conversion.

Think of the pipeline as your lead command center. It helps you stay on top of opportunities, ensures every lead is followed up with, and makes the process repeatable and scalable.

✅ Tip: Check your pipeline daily to see which opportunities need action so no lead slips through the cracks.