We're excited to announce that with this release, you are now able to customize your sales pipeline in EZLynx Sales Center! We recognize that each agency has its own distinctive and effective sales process, and the lack of flexibility to align your pipeline with those workflows has often been a challenge. This robust enhancement addresses that issue by effortlessly integrating Sales Center into your existing sales process, delivering smooth adaptation with minimal disruption and optimal efficiency. 

TABLE OF CONTENTS What's in it for me? Pipeline Visibility  Creating a Pipeline  Editing a Pipeline  Status Management  Sales Center Settings  Conclusion

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What's in it for me?

• Boosted Productivity: With a pipeline that truly reflects your team's workflow, you'll experience a smoother, more intuitive sales journey, freeing up time to focus on what matters most: closing deals. 

• Effortless Integration: Say goodbye to adapting your proven sales process to fit rigid software. Now, Sales Center adapts to you, making implementation a breeze and reducing the learning curve. 

• Gain a Competitive Edge: By aligning Sales Center precisely with your successful workflows, you'll optimize your sales efforts and empower your agency to outpace the competition!  

With customizable sales pipelines, the possibilities for improving your agency’s sales process are endless. From better opportunity targeting to streamlining workflow and gaining clearer insights, this feature introduces tools that adapt to your team’s unique needs and priorities. Here is a practical application example to show how this feature can be a game-changer for your agency.

Example: Tailoring the Sales Pipeline to Match Different Segments 

Situation: Your agency serves a wide variety of personal and commercial opportunities Each segment requires you to focus on different things, and the progression of deals varies greatly from one to another. For example, a personal lines opportunity may move quickly through the pipeline, while a commercial opportunity takes longer due to extended regulatory approvals. 

How the Feature Helps: You can create multiple custom sales pipelines for distinct client segments. Applying client-specific filters further allows your team to focus on active deals within a specific industry without being bogged down by unrelated opportunities. 

Expected Positive Outcome: Your team gains greater clarity and works more efficiently by targeting opportunities within specific segments—closing deals faster and improving customer satisfaction.

Pipeline Visibility 

Sales Center Admins have full control to create, edit, view, or delete any pipeline within your organization. This ensures centralized oversight and the ability to standardize best practices across your agency, giving you the flexibility to adapt pipelines as your business evolves. 

Meanwhile, Producers can also create their own pipelines and view any pipeline they've been granted access to. This empowers individual agents to tailor their personal sales process while still benefiting from organizational visibility where needed.

Creating a Pipeline 

To create a Pipeline, select the Pipeline icon to the left of the Table View/Card View button. This will open the Manage Pipelines drawer panel on the right.

Click “Create New Pipeline”, then you will input the Pipeline Name, the producers you would like to have visibility of that pipeline, and finally, select the appropriate filters for the Pipeline. Click Save to finish creating the pipeline based on your inputs. 

Once created, you will be able to select the Pipeline from the dropdown. Please note, to exit a Pipeline, you can update your filters or select “Default Pipeline” from the dropdown. 

Editing a Pipeline 

Your agency's sales approach can evolve, so your pipeline can too. You have the flexibility to easily edit existing pipelines, update status names, change the sorting, or modify visibility as desired. 

While on the Pipeline you'd like to edit, click the Pipeline icon to access editing options. Then, choose Edit existing pipeline. This will open the Edit Pipeline drawer panel which is similar to the Create New Pipeline drawer panel.

To save your changes once you're done, click the Save button at the bottom.  To delete a pipeline, begin the editing process and select Delete Pipeline within the edit pane.

Status Management 

Sales Center Admins can now configure your status names within Sales Center, helping you perfectly align your pipeline with your agency's unique process.  

To begin customizing your Status names, navigate to Sales Center > Settings > Status Management. 

If this is your first time viewing this page, you will see the statuses that have been supplied by EZLynx. These status names and colors have been supplied to give a starting point and updating them is optional. 

To update the Statuses to custom names and colors, enter the desired name and use the color picker to select the color you would like to show on Card View. 

Personalizing your statuses helps your pipeline reflect your unique sales process, making it more intuitive and effective for your team. Remember to save these selections to ensure that they update throughout EZLynx. 

Be sure to take note of the statuses that have information about the behavior of that status. Knowing how each status behaves, regardless of their name, is the key to optimizing your workflow. This can help guide the names you choose so that they align with the behaviors of each status. 

• Status 1- All new or recycled opportunities will begin here. Opportunities recycle from Status 6 as the X-Date approaches. 
  • This is your entry point for all new leads, ensuring no opportunity is missed, and allows for automated recycling of X-dated Opportunities. 

• Status 2, 3, and 4 - These statuses can be used to help you notate where you are in the quoting process; such as Contacted, Quoted, and Reviewed. 

• Status 5- This status indicates the opportunity has been sold. Moving opportunities to this status will be reflected as sold within reports. 
  • Marking an opportunity as sold provides crucial data for your sales reports, helping you analyze performance and celebrate wins. 

• Status 6- Opportunities in this status are recycled to the first stage of your pipeline. 
  • This is designed to automatically re-engage leads as their X-Date approaches, giving you a renewed chance to win their business. 

• Status 7- Moving to this status closes the opportunity. Agency Insights will still generate prospecting suggestions for this applicant. 
  • It allows you to close out opportunities that aren't moving forward, while still leveraging Agency Insights to identify future potential. 

Once you have updated the statuses to custom names, you should see that reflected throughout EZLynx. Your custom statuses will now provide consistent, clear communication across all relevant areas of EZLynx, enhancing your sales process. 

Some of the other areas in EZLynx you will see updated based on custom Names include: 

• Workspace 
• Automation Center 
• Reports 
• Bulk Actions in Table View 
• Opportunity Details 
• Activity Log 
• System Log 

Attention! - Within the System Log, updates to status names will reflect from that moment forward and will not change any existing items in the System Log. This is to maintain the integrity of data for your applicants.

Sales Center Settings 

As a Sales Center Admin, we've added a few new Sales Center Settings under the General Settings tab. 

You can now choose if you would like EZLynx to automatically move opportunities based on the success of a quote. 

• When quotes come back as “successful” in a Line of Business that corresponds to their Opportunity, the Opportunity will automatically move into Status 3. 
• Conversely, when quotes are unsuccessful, the Opportunity will move to Status 2. 

With these settings, you can opt out of this automatic movement by deselecting the options. 

You can now also customize the recycling of Opportunities based on the X-Date. You have the option to set the number of days prior to the X-Date for both Personal Lines (default 45 days) and Commercial Lines (default 60 days) Opportunities to recycle back to the first status. Please note, the minimum and maximum valid values for these fields are 1-120. 

Conclusion  

Whether it’s segmenting pipelines, focusing on high-value deals, or managing multiple campaigns, this customizable sales pipeline feature introduces flexibility and precision to your workflow. By addressing these practical scenarios, your agency will be more empowered to achieve clarity, efficiency, and faster conversions. Start experimenting with these applications today—and watch your sales process transform! 

We hope you are excited for this new feature and look forward to our future releases. Please let us know if this article was helpful in learning about the new feature by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!