Prospect and Clients Status Explanations

We would like to give clarity around how the statuses work to manage your prospects and clients on Sales Genie.


This is an example of aProspect. If you are able to make contact with the company, and you are working on turning them into an active client.


This is an example of an Active Client. This is a client who is purchasing on a regular basis.


This is an example of a Dormant Client(Cold Connection), with no current plans to make contact with them in the near future.