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Agent Recruiting & Retention Best Practices
Why isn't my lead showing up in my Pipeline report?
In order for a lead to show up in your Pipeline Report, it will need to have a Pipeline Rating, and a Followup Date set.
The easiest way to remember these two things is to select Log Appt under a lead's profile, and adding your Pipeline Rating and Followup Date. By logging your appointment with these set, you'll automatically move the candidate into your Pipeline Report.