Customers
100 active · pipeline progress left to right
| Stage | Customer | First Call | Follow-up | Plan Selected | Riders | HIPAA / Prereq | Underwriting | Payment / Sold | Emails | Value |
|---|---|---|---|---|---|---|---|---|---|---|
Underwriting2$13,698.96 | ||||||||||
Follow-up8 | ||||||||||
First Call90 | ||||||||||
100 active · pipeline progress left to right
| Stage | Customer | First Call | Follow-up | Plan Selected | Riders | HIPAA / Prereq | Underwriting | Payment / Sold | Emails | Value |
|---|---|---|---|---|---|---|---|---|---|---|
Underwriting2$13,698.96 | ||||||||||
Follow-up8 | ||||||||||
First Call90 | ||||||||||