CRM: Qredio

New

Prospecting

Application Sent

Closed Lost

Eligibility Review

Disqualified

Qualified

Converted

Status: Follow Up

Substatus: -

Lead Activity

Lead Source:

Status:

User:

Time Zone:

Lead Data

Original Lead Information

Original Lead ID

Original Dialer Campaign

Original Lead Source

Appointment Date/Time

Opener

Transfer Rep

SF Closer

Lead Quality

Follow Up Cycle

Business Name

Reference ID

Address

City

State

Zip/Postal Code

Country

Taken Position Before

Legal Name

Company

Status

Address Unconfirmed

Source

Salesforce Info

Call Rep Attempts Total

Status

Sub Status

Last Time Status Modified

Last Time Sub Status Modified

Salesforce ID

Prequal ID

Application URL

Application ID

Application Name

Main Category

Industry Type

First Name

Second Name

Parental Last Name

Maternal Last Name

Legal Entity

Phone Number

Phone

Phone Ext

Phone Status

Phone 2

Phone 2 Ext

Phone 2 Status

Phone 3

Phone 3 Ext

Phone 3 Status

Mobile

Contact Mobile

Contact Email

Contact Email Opt Out

Mobile 2

Mobile Status 2

Business Email

Company Email

Company Email 2

Website

Business & Financials

Funding Amount Requested

What do they do?

How long have they been in business?

Number of employees?

Intended Use of Funds

When Do You Need Funds By?

What is their average monthly revenue?

Clients Usually Pay Via

Have AR Statement?

Own Machinery/Vehicles/Equipment?

Credit & Banking

Has Business Taken a Loan Before?

Does Business Have Credit History?

Any Business Loan Currently in Default?

Owner Personal Credit History?

Partner’s Personal Credit History?

Is 3-Mo Avg Bank Balance Over 10K MXN?

Use Personal Bank Account for Business?

Ownership & Structure

What's the position of the applicant? (Owner / Legal Rep / Employee)

Does the applicant have administrative powers in the company?

Primary Applicant Ownership %

Has the applicant owned the company since it was founded?

How long have they been the owner?

Has Business Partner

Do they have an active business partner?

Do they have affiliate entities?

Who runs the day-to-day operations?

Operations & Taxes

Are they current on their taxes?

Do they issue CFDI invoices for all sales?

Have they had any recent declines in revenue?

Are there any seasonal fluctuations in their business?

Are you currently involved in any legal disputes?

Clients & Property

What percentage of your clients are outside of Mexico?

Do they have any government clients?

Are they dependent on any single client for more than 30% of sales?

Do they own or rent their office?

Do they own or rent their home?

Do they have an active website?

Legal Name

Address

Zip Code

Phone Number

Mobile Number

Business Email 1

Business Email 2

Industry Type

Total Employees

Revenue

Revenue Report Date

Legal Status

Incorporation Year

History Number of Employees at Location

History Total Employees

History Number of Family Members

Trade Name

Unique ID

Main Category ID

Directory Name

History Report Date

History Revenue

LinkedIn Infobel

URL Link

Administrator Name

Administrator Position

Executives

Google Address

Google Phone

Phone 1 Detail Information

Phone

Phone City

Phone Type

Phone Country

Phone Carrier

Phone 2 Detail Information

Phone 2

Phone 2 City

Phone 2 Type

Phone 2 Country

Phone 2 Carrier

Phone 3 Detail Information

Phone 3

Phone 3 City

Phone 3 Type

Phone 3 Country

Phone 3 Carrier

Phone 4 Detail Information

Phone 4

Phone City 4

Phone Type 4

Phone Country 4

Phone Carrier 4

Mobile 1 Detail Information

Mobile

Mobile City

Mobile Type

Mobile Country

Mobile Carrier

Mobile Country Code

Mobile 2 Detail Information

Mobile 2

Mobile City 2

Mobile Type 2

Mobile Country 2

Mobile Carrier 2

Mobile Country Code 2

Mobile 3 Detail Information

Mobile 3

Mobile City 3

Mobile Type 3

Mobile Country 3

Mobile Carrier 3

Mobile Country Code 3

Status

Actions

Sources

Users

Date

	Lead Source	Business Name	First Name	Last Name	Phone 1	Phone 2	Phone 3	Email	Status	Last Contact Attempt Date	Time Zone	State	Options

Calendar Events

Wrong number

Add Action

Call Customer

Add Campaign

¡Reminder call!

Company Information

Original Lead Information

Legal Name

Salesforce Info

Main Category

Phone Number

Mobile

Business Email

Business Overview & Application Details

Business & Financials

Credit & Banking

Ownership & Structure

Operations & Taxes

Clients & Property

Infoble Source Details

Phone Ping Details

Phone 1 Detail Information

Phone 2 Detail Information

Phone 3 Detail Information

Phone 4 Detail Information

Mobile 1 Detail Information

Mobile 2 Detail Information

Mobile 3 Detail Information