Saint Charles Customers Countertop Contact| 63304 Customers Countertop ESTIMATE
This Saint Charles, MO Countertop Prospect was routed to a local Partner to be serviced.
63304 MO Saint Charles... Customers Countertop ESTIMATE
Type: ESTIMATE
Status: Dead
Date: 1/21/2019 12:53:00 PM
How lead status work
Status NEW
A "new" Saint Charles, MO Customer is either a lead that has not been assigned to a partner or a lead that has not been activated in the system by a user. Once the customer file has received and update in the lead management system it is no longer new.
Status ACTIVE
An "Active" Saint Charles, MO Customer has been activated by a user of the lead management system and contact with the customer has been initiated. This also means that the user of the system has a role in moving the project forward and is actively working the prospect.
Status PENDING
A "PENDING" Saint Charles, MO Customer has been activated by a user of the lead management system and contact with the customer has been initiated. In this status we are waiting for the customer to move the deal forward. Let's say cabinets will be installed in 2 weeks for measure but we do not at this point have contract or deposit.
Status INPROCESS
A "in Process" Saint Charles, MO Customer has been activated by a user of the lead management system and contact with the customer has been initiated. In this status we have received contract or deposit and this is considered a sale. In some cases this customer has been moved into other job tracking software but indicates that from a sales perspective this is a sale.
Status DEAD
A "Dead" Saint Charles, MO Customer could be for many reasons, Customer went with someone else, customer is not longer interested, Solicitor, etc. We request a reason code when a customer is set to dead so we can track these reasons and look for solutions to address this
Status CLOSED
A "Closed" Saint Charles, MO Customer is receipt of final payment and no additional action required