Sales Consultant
Pipeline Stages
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Incoming Lead
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Bank Statements Not Sent — Follow Up Day 1
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Bank Statements Not Sent — Follow Up Day 2
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Bank Statements Not Sent — Follow Up Day 3
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Lead Lost — Bank Statements Not Uploaded
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Bank Statements Uploaded (Vetting Process)
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Bank Statements Uploaded — Missing Docs
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Bank Statements Uploaded Missing Docs — Follow Up Day 1
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Bank Statements Uploaded Missing Docs — Follow Up Day 2
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Bank Statements Uploaded Missing Docs — Follow Up Day 3
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Lost Lead — Missing Bank Statements
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Lead Sent to Genfin
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Lead Approved
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Closed Lead
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