Heber Customers Countertop Contact| 92249 Customers Countertop Call-In
This Heber, CA Countertop Prospect was routed to a local Partner to be serviced.
92249 760 CA Heber... Customers Countertop Call-In
Date: 1/24/2023 3:38:00 PM
How lead status work
A "new" Heber, CA 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.
An "Active" Heber, CA 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.
A "PENDING" Heber, CA 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.
A "in Process" Heber, CA 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.
A "Dead" Heber, CA 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
A "Closed" Heber, CA Customer is receipt of final payment and no additional action required