SOURCEX
CALLER
CALLER STAGE DEFINITIONS:
No Answer: No Answer
Invalid Number: Inactive Number or Wrong Number
Spanish Needed: No English. Needs Spanish Speaker
Unqualified For Solar: Not Home Owner. Has Solar/No Electric Bill | Caller Notes
Not Interested: Not Interested In Solar | Caller Notes
Follow-Up: Is Open to Solar. Re-Call for Appointment | Caller Notes & Follow-Up Date
Appt Scheduled: Scheduled an Appointment | Caller Notes, Appt Date, Appt Time
SOURCEX
CLOSER
CLOSER STAGE DEFINITIONS:
Appt Scheduled: Appt Rescheduled. Add New Appt Date/Time | Closer Notes
Appt Scheduled: No Show Appt was a No Show/No Answer | Closer Notes
Appt Scheduled: Not Interested Appt was Not Interested | Closer Notes
Appt Scheduled: Unqualified For Solar Not Home Owner. Has Solar/No Electric Bill | Closer Notes
Appt Scheduled: Follow-Up Appt didn't happen. Open to follow-up | Closer Notes, Follow-Up Date
Pitched: Follow-Up Pitched & Can Follow-Up To Close | Closer Notes, Follow-Up Date
Pitched: No Sale Pitched & Did Not Close | Closer Notes
Pitched: Sold Pitched & Closed | Closer Notes, Freedom Project ID
SourceX Resource Center
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