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Catalyx Collective
Funding pipeline · Test.1
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New lead
Basic info
Full name *
Phone
Email
Lead owner
HB — Harneet
CF — Celest
JF — John
JD — Jessie
CU — Cari
Stage
New lead
In call / comms
In text / comms
Appointment set
Funded
Not qualified
Declined
Follow-up
Possible upsell
Source
Word of mouth
Affiliate
Organic / DM
Affiliate name
Reason for inquiry
Last communication
Funding info
Est. credit score
Funding target ($)
Funded amount ($)
Comm rate (%)
Credit age (yrs)
Credit age type
Primary holder
Auth user
Both
Current credit cards (comma separated)
Total limit ($)
Usage (%)
Other credit builders
Car loan
Auth user
Business credit
Other
Notes
Notes
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