To get started, you will need to add a new opportunity to your F&G Claims pipeline.
Here is a useful article that will demonstrate how to add a new opportunities to any of your pipelines.
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Once you have a claim opportunity added, you can use the customisable pipeline stages to track what has been actioned and what actions are upcoming for each opportunity.

When selecting the opportunity tile itself, you are given 2 further options:
​Activity - This allows you to create and edit activities set to progress the opportunity through the pipeline stages.
​Client Profile - This will direct you to the profile page for the selected client.

When viewing the client profile, you can select a F&G Claim opportunity to open a side window where you can add key details about the claim itself as well as any key notes to refer back to at a later date.