Regions
BTR - Baton Rouge
DFW- Dallas Fort Worth
HOU - Houston
TPA - Tampa
NOL - New Orleans, LA
LAF - Lafayette, LA
LAC - Lake Charles, LA
Status Codes
AGENT - Agency
AUDIT - In Audit Dept waiting for information from rep, factory
CLSD - Closed: Job Completed: Payment Received
COLL - Collections - Money owed, job complete
CXL - Cancelled; Customer Cancelled Contract
INCOMP
OCOLL
ORD
PEND
PROD
RCD
RTO
SP
SVC
TDN
UTI
WFI
WFP
WO
Sources
RL - Related Lead
Result Codes
BB - Be Back
BBSL - Be Back Bale
- When marked as bbsl the appt date is updated to the date the result was changed.
BOC - Bought from Other Company
C/R/S - Customer Reset
CA
CB - Call Back
CONF
DNS
KILL
R/S - Reset
S/R/S - Sales Reset
SALE
SGSL - Self Gen Sale
TDN - Turn Down
General Knowledge
- An install reminder email is sent to the customer the morning of the day before the install.
- If the customers region is showing incorrectly, you can change the zip code to something else then change it back and it will update the customers region to the correct region.