Standard Contact Status Definitions

New Lead: Brand new Contact that has not yet been vetted as a viable lead. Active: A Contact that you are currently working with at an Active Account or in the sales process. Passive: A Contact that your team doesn’t directly sell to but still has in the database for informational purposes. Examples would be […]

Standard Company Status Definitions

Unqualified: A Company that has not yet been vetted as a viable lead. Qualified Lead: A Company that has been determined as a viable lead. Proposal: A Company that is currently in the proposal stage of the sales process. Negotiation: A Company that is currently in the negotiations stage of the sales process. Active Account: […]