Deals

What happens after the appointment. A lead is someone you are trying to reach; a deal is work you have actually won and now have to get across the line.

Open Deals in the app.

It speaks your industry

Not a generic pipeline with your words pasted over it. The name, the stages, and the value field are all different per industry, because "under contract" and "in underwriting" are not the same idea wearing different labels.

Industry	Called	Value	Stages
Real estate	Transactions	Sale price	Agreement signed → Active search / Listed → Under contract → Clear to close → Closed
Mortgage	Loan files	Loan amount	Application → Processing → Underwriting → Clear to close → Funded
Home services	Jobs	Job value	Estimate sent → Approved → Scheduled → In progress → Completed
Credit repair	Client files	Program value	Enrolled → Round 1 sent → In dispute → Improving → Completed
Auto	Deals	Vehicle price	Appointment set → Showed → Negotiating → Financing → Delivered
Recruiting	Placements	Placement fee	Screened → Submitted → Interviewing → Offer out → Placed
Agency outbound	Deals	Deal value	Discovery booked → Proposal sent → Negotiating → Verbal yes → Closed won
General sales	Deals	Deal value	Qualified → Proposal → Negotiating → Verbal yes → Closed won
Nightlife	Bookings	Booking value	Inquiry → Hold → Confirmed → Checked in → Completed

Estimated commission shows alongside value where the industry works that way.

Insurance is different on purpose

Insurance does not have a Deals screen. Agents get Book of Business and Cases instead, and /agent/deals sends them there.

That is not an oversight. A policy's real status lives at the carrier, not in a pipeline you maintain by hand, so LeadBind pulls it from the carrier directly rather than asking you to keep a second copy honest.

Logging a sale

Marking a lead sold sets the stage and nothing else, so the carrier, the premium, and the commission used to live only in your head.

On an insurance account, a lead that is booked or sold gets Log the sale on its profile. One short form:

Field	Notes
Carrier	Required
Product	Required. For example, final expense whole life
Monthly premium	Required, and above zero
Face amount	Required
Policy number	Optional. Add it when the carrier issues one
Effective date	Optional
Commission rate	Percent of the first year premium. Starts at 90

Saving it does three things in one go: the policy joins your book of business, the close is recorded against the lead, and the lead moves to sold.

Commission is worked out on annualized premium, meaning the monthly premium times twelve, times your rate. That is the same arithmetic every other insurance screen uses, so the figures agree wherever you look at them.

Submitted, not active

The policy is saved as submitted. It is not counted as active, and that is deliberate.

An application you have just written is sitting with the carrier. Nobody has accepted it, no premium has been paid, and it can still come back rated or declined. So it does not count as in-force premium in earnings or persistency until the carrier issues it. It becomes active when the carrier says so, not when you say so.

The sale itself is a separate fact, and that is recorded as won immediately, because the sale did happen. So a freshly logged sale shows as a win on your production and as a submitted application in your book at the same time. If those two ever look like they disagree, this is why, and it is the right way round. A book that counts unissued applications as in force is a book telling you that you earned money you have not earned.

Logging a second sale on the same lead updates the existing record rather than putting a duplicate on the board.

Why bother

A booked appointment is not money. The gap between "they said yes" and "it paid" is where revenue quietly disappears, and it disappears differently in every industry: a loan file stuck in processing, a job approved but never scheduled, a placement offered and never signed.

Two things make it worth the upkeep:

You can see what is actually stuck. A stage that never moves is the one costing you.

You can tell which leads are worth buying more of. Lead source plus closed value is the only honest answer to which ads work. Booking rate alone will tell you a cheap source is great right up until none of it closes.

Keeping it honest

Move them. A board where everything sits in stage one tells you nothing.

Close the losses. People avoid it because it feels like failure, and a pipeline full of dead deals hides the live ones.

One deal per real piece of work. Not one per conversation.

A connected assistant is good at the question that matters here: "What is sitting in the same stage longer than it should be?"

Related

• Leads and pipeline: before the appointment
• Bookings: the appointment itself
• Dashboard: whether enough is getting this far
• Carrier connect: the insurance equivalent