VVM's CRM Template 2017.08.31
 Share
The version of the browser you are using is no longer supported. Please upgrade to a supported browser.Dismiss

View only
 
ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACAD
1
StageCIs
First & Last Name
EmailPhoneAssigned ToReferrerCust Seg.Notes (# of leads appears in each section header)
2
0_Stage 0: Lead__________10
3
0AidenAiden@Targaryen.comJonTargaryen
4
0AlexanderAlexander@Stark.comSansaStark
5
0AmeliaAmelia@Tully.comAryaTully
6
0AubreyAubrey@Frey.comDavosFrey
7
0AvaAva@Tully.comSamwellTully
8
0AveryAvery@Tyrell.comBrienneTyrell
9
0Benjamin
Benjamin@Lannister.com
JonLannister
10
0Brayden
Brayden@Baratheon.com
SansaBaratheon
11
0CalebCaleb@Targaryen.comAryaTargaryen
12
0CarterCarter@Stark.comDavosStark
13
1
_Stage 1: Contacted by us
__________10
14
1CharlotteCharlotte@Tully.comJonTully
15
1ChloeChloe@Tully.comSansaTully
16
1ConnorConnor@Tyrell.comAryaTyrell
17
1DanielDaniel@Lannister.comDavosLannister
18
1DorotaDorota@Baratheon.comSamwellBaratheon
19
1DylanDylan@Targaryen.comBrienneTargaryen
20
1ElijahElijah@Stark.comJonStark
21
1EllaElla@Tully.comJonTully
22
1EmilyEmily@Martell.comSansaMartell
23
1EmmaEmma@Lannister.comAryaLannister
24
2
_Stage 2: They wrote back/communicated
__________8
25
2EthanEthan@Lannister.comJonLannister
26
2GabrielGabriel@Lannister.comSansaLannister
27
2GraceGrace@Lannister.comAryaLannister
28
2JamesJames@Targaryen.comDavosTargaryen
29
2JaydenJayden@Stark.comSamwellStark
30
2JoshuaJoshua@Baratheon.comBrienneBaratheon
31
2KaitlynKaitlyn@Targaryen.comJonTargaryen
32
2LiamLiam@Stark.comDavosStark
33
3
_Stage 3: Meeting scheduled
__________6
34
3LilyLily@Baratheon.comJonBaratheon
35
3LucasLucas@Stark.comSansaStark
36
3LukeLuke@Baratheon.comAryaBaratheon
37
3AbigailAbigail@Lannister.com413-777-9098DavosLannisterLoves cats
38
3Addison
Addison@Baratheon.com
413-555-6789SamwellBaratheon
Loves spicy food!
6/19 emailed!
6/23 re-emailed!
6/23 wrote back, wants to meet next week.
39
3HaileyHailey@Lannister.comBrienneLannister
40
41HannahHannah@Lannister.comSansaLannister
41
41HarperHarper@Baratheon.comSansaBaratheon
42
41Isabella
Isabella@Baratheon.com
SansaBaratheon
43
41JackJack@Targaryen.comSansaTargaryen
44
4
_Stage 4: Interviewed & OK for followup
__________4
45
51JacksonJackson@Stark.comSansaStark
46
51JacobJacob@Baratheon.comSansaBaratheon
47
5
_Stage 5: Want to re-interview
__________2
48
62Landon
Landon@Baratheon.com
SansaBaratheon
49
63KayleeKaylee@Stark.comSansaStark
50
6
_Stage 6: Re-interviewed
__________2
51
71LaylaLayla@Stark.comJonStark
52
71LoganLogan@Stark.comDavosStark
53
71MadelynMadelyn@Stark.comSansaStark
54
72MackenzieMackenzie@Stark.comDavosStark
55
7
_Stage 7: Interviewed & done
__________4
56
X
_Stage X: Can't get an interview
__________2
57
XMadisonMadison@Tully.comAryaTully
58
XMasonMason@Frey.comAryaFrey
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100
Loading...