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