Opportunity Stages
I haven't filled out the opp yet, it's coming!
Decision Pending
An account comes to me like this automatically
Qualified
I woke up like this! You'll never select me
There's 2 of you and only 1 of me
Duplicate
This would describe a New Home Buyer
A client actively purchasing a new home and needs assistance with all services
We'll get 'em next time!
No Sale
What are the 4 opportunities created when I make an account?
Internet, TV, HW, HS
I got you on the phone, now BUY SOMETHING!
Contacted
Always check with a manager about me
Duplicate
'This ain't my house, I just live here'
Renter
There's something wrong with my order, HELP!
On Hold
Closed - Lost
You ghosted me!
Don't you dare call my client!
RP Contact Declined
A customer already living in the home
Homeowner
This is where we all live happily together
Accounts
They just couldn't say no to internet, but I have a follow up appointment tomorrow about HW
Open - Won
I've tried and tried, but still no response. I'll try again tomorrow!
Attempted Contact
I don't have a phone number, email, or anyone to call to get it
Bogus
DON'T sell me a home warranty service!
Renter
They bought, now where's my Docusign?!
Submit Order
Signed. Sealed. Delivered. I'm done!
Closed - Won
It's not me, it's most DEFINITELY you
Declined Service
The Goosehead lady told me sending over her client's file was a mistake
RP Contact Declined
'I don't need no stinkin internet, I want that security!'
Smart Security