Filtering the Lead List
Filter by status
The status tabs run across the top of the board. Select any tab to show only leads in that stage:- All — shows every active lead (excludes Removed)
- Eligible For ACA
- Pending Password Creation
- Ready To Enroll
- Enrolled
- Removed
Search by name or Client ID
Use the search box in the filter bar to find a specific client. You can type any part of the client’s name or their BP-ID (the unique BridgePoint identifier shown in monospace under the client’s name in each row). Results filter as you type.Filter by assigned agent
If your office has multiple agents working the pipeline, use the All agents dropdown to show only leads assigned to a specific person. The dropdown lists every agent who currently has at least one lead assigned to them.Filter by trigger date range
Use the Triggered date range inputs to limit results to leads that entered the pipeline within a specific window. Set a start date, an end date, or both. Click ✕ Clear to remove the date filter.Reading the Pipeline Table
Each row in the table shows the following columns at a glance:Color-coded warnings
BridgePoint highlights values that need your attention:Red — Overdue Follow-up
The Next Follow-up date is shown in red with a flag (⚑) when that date has already passed. Prioritize these leads for immediate outreach.
Amber — Stale Last Contact
The Last Contact date turns amber when more than 7 days have passed since the last recorded contact attempt.
Red — High Contact Attempts
The Attempts count turns red when it reaches 5 or more, signaling that this client may be difficult to reach and may need a different approach.
Red — Long Days In Pipeline
The Days In count turns red when a lead has been in the pipeline for more than 30 days without reaching a terminal status.
Opening a Lead
Click any row in the table to open the full lead detail page. The detail page shows a two-column layout: client information and program enrollments on the left, and the activity feed with editable fields on the right.Updating a Lead
Change pipeline status
From the lead detail page, use the Update Status… dropdown in the action bar at the top to move the lead to any of the four active stages:- Eligible For ACA
- Pending Password Creation
- Ready To Enroll
- Enrolled (opens the enrollment form — see below)
Moving a lead to Ready To Enroll automatically sends a notification to alert the responsible team member that the client is ready for their enrollment appointment.
Log a contact attempt
1
Open the Log Contact modal
Click Log Contact Attempt in the action bar at the top of the lead detail page.
2
Select a contact status
Choose the outcome from the dropdown: Left Voicemail, Spoke with Client, No Answer, Not Interested, or Unreachable.
3
Add notes
Describe what happened during the contact attempt. This field is required.
4
Schedule a follow-up (optional)
Pick a date in the Schedule Follow Up field to set the next follow-up date at the same time you log the attempt.
5
Save
Click Log Attempt. The contact attempts counter increments, the last contact date updates to today, and the new entry appears in the Contact Log card.
Set the next follow-up date
In the Next Follow-up card on the right side of the lead detail, select a date using the date picker. The date saves automatically when you make a selection. If you set a follow-up date while logging a contact attempt, that value will appear here as well.Assign to a case manager
In the Assigned Agent card, type the agent’s email address and click elsewhere to save. The field saves on blur. The assigned agent’s name then appears in the Assigned To column on the main pipeline board.Only users with Manager, Admin, or Owner access can edit the assigned agent field.
Record enrollment details
When a client is ready to be marked as enrolled, use the Enrolled button in the action bar (or select Enrolled from the Update Status dropdown). A modal prompts you to fill in:1
Select a plan type
Choose from Bronze, Silver, Gold, Platinum, or Catastrophic.
2
Enter carrier name
Type the insurance carrier (for example, Florida Blue).
3
Set the effective date
Enter the date the coverage begins.
4
Enter the monthly premium
Type the dollar amount of the client’s monthly premium. This value feeds the Monthly Premium stat on the admin dashboard.
5
Set a renewal date (optional)
Enter the program renewal date if known.
6
Confirm enrollment
Click Confirm Enrollment. The lead moves to Enrolled status and the enrolled date is set to today.
Removing a Lead from the Pipeline
To remove a lead, open the lead detail page and select Remove from Pipeline from the Update Status… dropdown. Confirm the action in the dialog that appears.Cancelling a Lead
When a client will not move forward — for example, they ask to stop, are no longer eligible, or you cannot reach them — cancel the lead. Cancelling now requires you to record why, so the team has a structured record of drop-off reasons.1
Open the Cancel ACA Pipeline modal
Start the cancellation for the lead. The Cancel ACA Pipeline modal opens.
2
Set the date canceled
The Date canceled field defaults to today. Adjust it if the cancellation took effect on a different date. This field is required.
3
Choose a cancellation reason
Select a Cancellation Reason from the dropdown. This field is required — one of:
- Client Requested
- No Longer Eligible
- Found Other Coverage
- Unable to Reach Client
4
Add notes (optional)
Use the Notes field to capture any additional detail about the cancellation. The note is saved to the client’s Notes.
5
Confirm the cancellation
Click Confirm Cancellation. The lead’s status is set to Canceled. The button stays disabled until both a date and a reason are selected.
Once a lead is canceled, its detail page shows a Cancel Reason row with the reason you selected, so anyone reviewing the record can see why it was closed out.