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Getting Started with Your Claim Pipeline
Welcome to your claim pipeline! This is where you'll manage all your restaurant leads and track them through the sales process.
Quick Start:
- Click "New Claim" to create your first claim for a restaurant
- Use the Tax Credit Calculator in each claim to estimate credits instantly
- Generate Document Portal Links for clients to upload tax documents securely
- Track your commissions on the dashboard as claims progress
Claims progress through stages: Lead → Qualified → Proposal → Negotiation → Documentation → CPA Review → Approval → Closed Won
Claim Pipeline
Manage your sales pipeline and track claims Process overview | Commissions