Getting started

1Sign in and set your own password

Go to pathfinder-pipeline.netlify.app and sign in with the email and starting password you were sent. Then click the padlock button at the top right and choose your own password. Ten characters or more. It takes effect right away. If you ever forget it, the Forgot password link on the sign-in page emails you a reset.

2Put it on your phone

Open the same address in Safari or Chrome on your phone. Tap Share, then Add to Home Screen. It works like an app from then on, no app store. Everything you can do at your desk you can do between calls.

3Add a deal

Click New deal (or press N). Type the client's name, tick the lines of coverage, and press Enter. That's it. Premium, carriers, contact info and X-date are all optional. Fill them in when you know them, from the deal panel.

• A deal can carry several lines at once. Tick as many as apply.
• If a company is already in anyone's pipeline, the form tells you who has it and won't make a second one.

4Move it forward

Every card has a button with the next stage's name. One click moves it. Drag works too. Clicked the wrong one? There's an Undo at the bottom of the screen for a few seconds.

• Stages: Opportunity, Discovery, Blueprint, BOR/Quoted, then Bound or Lost.
• Marking a deal Lost asks for a reason. Pick one or skip it.

5Open a deal to add details, notes and follow-ups

Click any card. Everything is editable in place and saves as you leave each box. Type a note and press Enter to log a call. Use Tomorrow, +3d, +1w, +2w to set your next follow-up without picking a date.

• Potential revenue is premium × your commission %, plus any PEPM or flat consulting fee you enter.
• Your commission % fills in automatically from the first line of coverage. Change it if the deal is different.

6Check Follow-Ups every morning

The Follow-Ups tab lists what's overdue, what's due this week, which X-dates land in the next 60 days, and any open deal with no next step. Done +1w logs the touch and reschedules it in one click.

7Who sees what

Everyone can see every producer's pipeline and the Team Dashboard. You can only change deals in your own pipeline. Your agency's admins can edit any deal and the dropdown lists under Settings. If you need a new line of coverage or lead source, ask an admin and it's there in thirty seconds.