AE Sync Pipeline Overview & User Guide

To help you better understand how AE Sync manages and moves media leads from intake to first appointment, we’ve included our AE Sync User Guide: Understanding the Media Leads Pipeline (Core Operations). 

This 12-page guide serves as a step-by-step operational manual, outlining where new leads enter the system, how they progress through each pipeline stage, what is automated versus manual, how AE Call Care integrates, and where AE Sync’s responsibility ends and your CRM takes over.

For a complete breakdown of the pipeline stages, automation rules, CRM integration, and follow-up expectations, please download the full guide below.