TAP CRM User Guide - Pipeline Overview

Located on the Taskbar, Pipelines features a dropdown menu listing each service you provide. Here, you can thoroughly examine your data breakdown of your business from the reports and filter results as needed. You can also see the Total API calculated according to your filter. If you have Business Owner access, you can also export the data results for further analysis.

Structure your Search

First of all - it is best to spend the time up front, structuring your Pipeline Searches to display the information that is most useful to see from the get go.

Use the cog in the right corner, next to the search and filter buttons to easily move the columns around into a view that suits your individual preferences - this will be saved for next time you log into the CRM. Use the icon on the right of the 'Column Selection' box to move them from Visible to Not Visible.
Sort by your chosen column (for example, click the 'Mobile' Column to sort numerically)
You can move the columns around manually also (not using the Column Selection section). Drag left or right to reorder
Resize the columns in this view by hovering over the right of the title until your cursor changes to the black resize cursor.

Filter your Search

You have the ability to pull up a more comprehensive list refined by several different categories.

Select one, none or multiple fields within the filter to refine your search (note: removing all filters will pull up all data that you have access to see)

For Example: Life & Risk Insurance Pipeline - You can search for all clients that have an Inforce Policy, currently claiming with OnePath by filling out the Policy Status, Provider & Claim Status filters.
If you are a Business Owner, you will be able to Export the results into a CSV File.
- Please refer to 'Export Overview' for further information

L&R Insurance Pipeline

Filter Search Options: Adviser, Policy Status, Provider, Policy Type, Lead Type, Lead Origin, Adviser Status, Claim Status, Retention Status

Date Ranges: Next Activity Date, Policy Start Date, Next Review Date, Submitted Date

Column Selection Options: Policy Status, Policy Owners, Status Clock, L&R Adviser, Group Adviser, Email, Mobile, Provider, Policy Number, API, Required, Last Note, Client Next Activity, Your Next Activity, Contact Status, Submitted Date, Submitted API, Products, Claim Status, Anniversary Date, Cancellation Code, Cancellation Date, Commission, Discount, Double Sub, End Trans, Exclusions, Original Adviser, Payment, Policy Type, Replacement, Retention Status, Start Date, Start Trans, Additional Contacts, Lead Origin, Retention Clock

Mortgages Pipeline

Filter Search Options: Adviser, Mortgage Status, Provider, Refix Status, 'Your Business' Mortgage, Lead Type, Lead Origin, Adviser Status

Date Ranges: Fixed Period End, Loan Drawdown, Next Activity Date

Column Selection: Status, Status Clock, Mortgage Adviser, Provider, Loan Number, Loan Value, LVR, Expected Settlement, Required, Client Next Activity, Your Next Activity, Contact Status, Submitted, Approved, Borrowing Entities, Interest Rate, Fixed Period End, Security, Loan Drawdown, Mortgage Type, Business Mortgage, Fixed Period, Original Loan Term, Loan Repayment, Repayment Frequency, Refix Status, Loan Type, Expiry Date, Last Note, Additional Contacts, Lead Origin, Original Adviser, Double Sub

F&G Insurance Pipeline

Filter Search Options: Adviser, Policy Status, Insurer, Policy Type, Policy Writer, Lead Origin, Claim Status, Adviser Status, Account Status

Date Ranges: Next Activity Date, Inception, Renewal Date, First Policy

Column Selection: Status, Status Clock, F&G Adviser, Insurer, Policy Number, Premium, Admin Fee, Broker Fee, Total Premium, Required, Last Note, Client Next Activity, Your Next Activity, Quote Number, Policy Lines, Contact Status, Policy Owner, Claim Status, Renewal Date, Account Status, Issue Date, Inception Date, Policy Type, Policy Writer, Policy End Date, First Policy Date, Original Adviser, Additional Contacts, Lead Origin, Tracking

KiwiSaver Pipeline

Filter Search Options: Adviser, Status, Provider, Origin, Lead Origin, Adviser Status

Date Ranges: Next Activity Date, Start Date, Next Review Date

Column Selection: Client Name, Member Number, Start Date, Fund Type, FUM, Additional Contacts, Lead Origin, Original Adviser, Status, Status Clock, KiwiSaver Adviser, Provider, Contribution, IRD Number, Last Note, Client Next Activity, Your Next Activity, Contact Status, Origin,

Investment Pipeline

Filter Search Options: Adviser, Status, Provider, Investment Type, Lead Origin, Adviser Status

Date Ranges: Next Activity Date, Start Date, Next Review Date

Column Selection: Client Name, IRD Number, FUM, Product, Additional Contacts, Lead Origin, Original Adviser, Status, Status Clock, Investment Adviser, Investment Type, Provider, Investor Number, Contribution, Start Date, Last Note, Client Next Activity, Your Next Activity, Contact Status

Advice Process Pipeline

Filter Search Options: Adviser, Reviewed By, Advice Process, Advice Status, Advice Stages, Advice Documents, Contact Status, Online/Offline, Lead Origin, Lead Type

Date Ranges: Advice Start Date, Advice End Date, Next Activity Date

Column Selection: Advice Status, Online / Offline, Adviser, Reviewed By, Required Documents, Status Clock, Start Date, End Date, Last Note, Next Activity, Client Type, Advice Stage, Advice Service, Complaint Outcome, Complaint Type, Lead Status