Your Pipeline Report is one of your most powerful tools for tracking the health of your recruiting funnel. If it's an unfamiliar concept, consider it a way to mark leads for "mutual interest" or "hotness."
While your day-to-day activities as a recruiter lean heavily on a lead's Status (e.g., New, Contact Attempted, Made, etc.), it's easy to lose sight of who's closest to joining and who most needs your attention. Your Live Pipeline Report is a effective way to focus on leads with whom you've met and are most interested in joining.
Leads will appear on your report once you've Logged an Appointment with a Pipeline Rating and a Followup date, as detailed here. If you're missing any one of these three elements, the lead won't appear, and thankfully, all can be completed with the simple step of logging your appointment.
From Recruiting, click Reports to view your Live Pipeline Report.
You can view the entire team's pipeline, or filter down to a single recruiter by selecting Filter by Team Member. You can toggle between agents in your funnel or who've Signed and are still in Onboarding and agents who've completed the preliminary steps and are Active and have Joined your office.
Click here to learn more about Recruiting, Retention, and Onboarding agents.
You are also able to sort your Retention leads by month to have a further breakdown of your office's recruiting efforts!
Your report will sort agents based on their Pipeline Rating:
- Signed
- 10 - Joining this month
- 9 - Joining next month
- 8 - Joining in 2 months
- 7 - Joining in 3 months
- 6 - Good meeting
- 5 - Meeting could have gone better
- 4 - No meeting (i.e., no-show, cancellation, etc.)
Keep in mind the Pipeline Ratings are ultimately subjective and at the discretion of the recruiter - a lead may have seemed like an apprehensive 5 who turns around and joins the next day, or an enthusiastic and ready-to-sign 10 who vanishes from all further contact. Like home buyers and sellers, agents rarely act on the schedule we assume they will.
Make sure you and your team are on the same page as to how to rank leads, and look for patterns - if a recruiter is consistently over- or under-estimating a lead's willingness to join, that's a training opportunity.
Your Live Pipeline Report is the end of your funnel, and the result of all your efforts with texts, emails, and Smart Campaigns. If you team is constantly moving people through the pipeline toward success, you know you're on the right track.
Removing a Lead from Your Pipeline Report
If you need to remove a lead from your Pipeline Report, you can do so by clearing their Pipeline Rating:
- Open the lead's profile by clicking on their name
- On the right-hand side, find the Pipeline section
- Click Edit
- In the Rating dropdown, click the X button to clear the rating
- Click Save
Once the rating is cleared, the lead will no longer appear on your Pipeline Report. The lead itself is not affected — they remain in your recruiting roster with all their other information intact.
Note: Pipeline ratings can only be removed one lead at a time. There is currently no bulk option for clearing pipeline ratings.