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Stages Defined

Unassigned* – This is a new lead that has been created in the system and has not yet been assigned to a user.

Assigned* – This is a new lead that has been assigned to a user.

Accepted* – This is a lead that has been accepted by the user to whom it was assigned.

Contacted – This is a lead that needs to be contacted or has been contacted by the assigned user.

Appointment – This is a lead with which the assigned user has scheduled an appointment or meeting.

Estimated – This is a lead for which the assigned user has provided an estimate/quote/bid.

Negotiations – This is a lead where the assigned user is in negotiations with the prospect

On Hold – This is a lead where the customer has asked you to follow up on the project after a considerable amount of time. For example, the customer may have asked you to put the project on hold for several months. The lead should be put on hold and then given a follow up date, so the system will remind the assigned user to follow up with the lead.

Sale – This is a lead that has converted into a sale or won an account or bid for the assigned user.

No Sale – This is a lead that the assigned user has nurtured but has not successfully converted into a sale or a new account.

Dead – This is a lead that does not present a sales opportunity, e.g. out of service area or sales solicitation (examples – someone in China trying to sell you LVT, someone offering to get you a #1 ranking on Google – mostly these come through direct website submissions). If you choose not to have a “dead” stage, you can simply delete these types of leads.

*Indicates a system required field

2017-05-15T11:47:58+00:00