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Transaction Activity
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Activity
History
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Archive
Dead
non-responsive
customer objection - rate/term
customer objection - structure (dp)
lost to competitor - rate/term
lost to competitor - structure (dp)
lost to competitor - speed
declined by credit
paid cash
equipment sold
no longer need equipment
stalled
non-responsive
customer objection - rate/term
customer objection - structure (dp)
lost to competitor - rate/term
lost to competitor - structure (dp)
lost to competitor - speed
declined by credit
paid cash
equipment sold
no longer need equipment
Active
Next Month
This Month
level 1
- all funding Stips cleared
- pending verbal
level 2
- docs-in
- pending coi
- pending final funding review
- pending site/gps
- pending title review
level 3
- final approved
- conditionally approved
- docs out
- ready for docs
T. User
C. User
Company Name
Created
Lead Date
Source
Lender
Type
Status
Last Touch
Next Touch
Eq. Cost
Proj.
Est. Date
Sub Status