9.3 - Prospect Statuses and Buckets

There are 9 prospect statuses in EZ Loader TMS. These statuses allow you to put prospects in "buckets" as you call on them in hopes of changing them into customers

These statuses all fall under a prospect profile and the status will change once a prospect changes to a customer.

These categories can be used however you and your company decide to use them.

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Last updated on July 5, 2022