Leads & Prospects

Capture, score, and work the pipeline — before they're clients.

Where leads come from

Web forms, manual entry, imports — and for Gold agencies, the ChronosCodex marketplace can geo-route leads in your selected categories to you automatically.

Prospect scoring

Prospects are scored from signals already in the record — household size, income range, members approaching 65 — so call lists start with the likeliest wins.

Working the pipeline

Leads and Prospects pages are queues, not archives: filter, call or text from the record, set follow-up tasks, and promote to client when they enroll. Stage changes drive which automations apply.