Custom Lead Substatus


Simply the most feature-rich lead management solution available. Every feature is available in every service package.

You can set up custom sub-statuses for the open, closed-won, closed-lost, or non-qualified statuses that help to further set the stage of the lead. Some common custom sub-statuses are:

open
left message, made 1st contact or pending loan pre-qual
closed-lost
went with competition, didn't qualify for loan, or couldn't contact
non-qual
Non-financially viable, or not appropriate for services.

Sub-statuses can be color-coded so you can easily distinguish between your leads in the lead list. Custom sub-statuses make it possible to really see what is happening or happened to the lead, and helps to see more precise effectiveness of your ad campaigns. They are a great way to further separate your leads and make for easy refinement of your lead list. Creating sub-statuses is as simple as giving it a name and choosing which of the four statuses it is associated with.

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Simply the most feature-rich lead management solution available. Every feature is available in every service package.