Categorization
Group your clients using Categories, Statuses, and Sub-statuses. Also set where your leads are coming from. Here are the sample categorizations and list of sources for this case scenario.
New Zeland
- Visa
- Source
CANADA
- Visa
AUSTRALIA
- Visa
USA
- Visa
New Zeland
- Visit Visa
- Tier 1 Entrepreneur
- Tier 1 Investor
- Work Permit
- Study Permit
CANADA
- FSW (Express Entry)
- Study Permit
- Visit Visa
- Marriage/Fiance Visa
AUSTRALIA
- Skilled Independent (Subclass 189)
- Skilled Nominted (Subclass)
- Study Permit
- Visit Visa
- Marriage/Fiance Visa
USA
- B1/B2 (Visit Visa)
- Study Permit
- E2 (Treaty Investor)
- EB5 (Treaty Investor)
- Marriage/Fiance Visas
New Zeland
- Social Media
- Inbound Call
- Walk-ins
- Company Website
- Events/Tradeshow
- Referral