Market Center Sites 3.0
Long Term Nurture Pipeline (3.0)
Last Updated: November 26, 2025
Onboarding Pipeline (3.0)
Last Updated: November 6, 2025
Assorted V3 Resources
Last Updated: December 5, 2025
Custom Values
Last Updated: November 3, 2025
Market Center Sites 3.0 Training
Last Updated: November 25, 2025
New Money Model (3.0)
Last Updated: December 3, 2025
R0 In School (3.0)
Last Updated: November 6, 2025
R0 Kaplan (3.0)
Last Updated: November 5, 2025
R0 KW Prep (3.0)
Last Updated: December 4, 2025
R0 Not in School (3.0)
Last Updated: October 31, 2025
R1/R2 Experienced Agent Pipeline
Last Updated: December 4, 2025
Virtual Training Center
Last Updated: December 4, 2025
Moving Recruits Between Pipelines (Exit Pipeline Stage)
Last Updated: October 29, 2025Currently, this resource is specific to Market Center Sites 3.0. With Market Center Sites 3.0, there’s a new two-step process to move recruits between pipelines. The reason for the change is based on feedback from version 2 users, who occasionally moved people on accident, triggering unintended automations and creating additional headaches. To do this, follow...
Moving Recruits Between Stages (Market Center Sites 3.0)
Last Updated: October 29, 2025With Market Center Sites 3.0, there’s a new two-step process to move recruits between stages within the same pipeline if it requires the assigned User to manually take that action. The reason for the change is based on feedback from version 2 users, who occasionally dropped people in the wrong stages, triggering unintended automations. To...