RadiusBob- Status Question

[Hanger]

For those using RadiusBob, what do you have for Client Status?

Right now Im thinking
New Lead
Contact Made
Contact Attempted
Need FollowUp
Qualified
Quoted
Issued

Same thing for Product Status
New Business
Renewal
Denied
Cancelled
NonPayment
Termination
Expired

I know this stuff doesn't really matter, but I have down time and am playing with different status options. Thanks!

 

[HoosierLife]

You should try https://agentautopilot.tech

You can customize it to your hearts content or use the Pre-built done for you platform as is.