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Internal – P&C Sales Pipeline
Matthias Allred
2024-06-10T12:01:03-06:00
Internal - P&C Sales Pipeline
Email
(Required)
Name
First
Last
Contacting Stage
Advance to this Contacting Stage
Need to Contact - Automated
Need to Contact - Manual
New Web Lead Contacting
Need to Contact - Mtg Referral
Appointment Scheduled
Appointment Missed
Quoting Stage
Advance to this Quoting Stage
Contact Made - Gathering Info
Quoting
Quote Only for Mtg RP
Delivered Stage
Advance to this Delivered Stage
Quotes Delivered - Automated
Quotes Delivered - Manual
Quotes Delivered - Mtg RP
Quotes Received
Decision Stage
Advance to this Decision Stage
Accept - Gather Purchase Info
Accept - Binder Sent to Mtg Co
Cancelled
Cold Lead: Quoted
Cold Lead: NOT Quoted
Loan Closing Date
MM slash DD slash YYYY
For Won Stage, use New Business form
For Lost Stage, use Lost Business form
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Admin Use Only
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Form Category
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Form Name
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Agency Name
AMS ID
(Required)
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CRM ID
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Internal Use
Yes
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