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!
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!