Lead Status

What is a company status? Learn how UCEP tracks the lifecycle of leads and when to use specific statuses based on the context of opportunity.

Lead Status:

• -- (New or Blank) 
  • Status 1: If no status selected or no relevant information is known.
• Surveyed
  • Status 1: If any of the Utility Questions from the UCEP Survey are known.

• Bill Promised
  • Status 1: If a prospect/client has promised bill copies.
• Bill Back
  • Status 1: If a prospect/client has sent bill copies.
• HUD Request
  • Status 1: If all required fields are known for a HUD Request to be submitted. 
• Usage Received
  • Status 1: If HUD has been requested, submitted and the historical usage file has been received.
• Pricing Request
  • Status 1: If HUD has been received & all required fields for a PR are known.
• Closing Call Set & Confirmed
  • Status 1: If a prospect/client has agreed to a scheduled date & a calendar invite has been sent (Ideally, the invite should be accepted as well)
• Deal Closed
  • Status 1: If a prospect signs a deal with UCEP or one of UCEP's partnerships.
• Deal Lost
  • Status 1: If an agent was unable to execute the deal.
• Current Client
  • Status 1: If a deal has closed & this is now a current client of UCEP

• Unassign
  • Status 1: If you want lead removed from your list & believe it's worth keeping the record in the CRM.
• Delete Lead – Discard
  • Status 1: If you want lead removed from your list & believe the lead should be discarded.