Contact Status Terminology

Contact Status Field

• Unqualified - A contact that has not been contacted to determine if they are worth pursuing. These contacts are considered "In Queue" for future qualification.

• Shipper / Consignee - A contact that is a non-paying party of a transaction (either the shipper or consignee). Often these contacts are imported in bulk from your company's database. These contacts are considered "In Queue" for future qualification.

• Qualified - These contacts are confirmed leads.

• Nurture - These contacts are qualified leads that have drip campaigns running. These contacts are not customers.

• New Customer - These contacts have become customers within the past 6 months.

• Customers - These contacts have been customers longer than 6 months.

• Stalled Customer - These contacts are customers that have been inactive for a term of 6 to 12 months.

• Lost Customer - These contacts are customers that have been inactive longer than 12 months.

• Dead - These contacts do not qualify; or they have unacceptable credit; or they are protected customers of a trusted vendor or partner. Dead contacts are never removed from the system to ensure future sales reps do not waste effort attempting to qualify them.

• Vendor - These are contacts that the corporation does business with. Often a corporation will develop a drip campaign specifically for vendors to show appreciation.

• Partner - These are contacts that the corporation works closely with. Often a corporation will develop a drip campaign specifically for partners to show appreciation.