P
Pricing
|
Select Company
⚙ Defaults
✅ Approvals
+ New Prospect
Prospect & Client Companies
Select a company to open its pricing module, or create a new prospect
🔍
All Statuses
Active
Pending
Terminated
Client Created
All States
TX
CA
FL
NY
IL
GA
WA
CO
All Reps
Amanda Chen
Derek Williams
Mike Torres
Sarah Johnson
Lisa Park
P
Pricing
|
Setup Defaults
← Back to Companies
Setup Defaults
These values pre-populate when creating a new prospect
P
Pricing
|
Approvals Queue
← Back
Approvals Queue
Review and action pending approvals across all prospects
P
Pricing
|
New Client Onboarding
← Companies
●
Active
Step 1 of 9
✕ Terminate
Terminate Prospect?
All data will be preserved. This can be reversed.
Reason
Select a reason...
Pricing not competitive
Client chose another provider
No response from client
Credit / Risk declined
Compliance issue
Client withdrew interest
Other
Notes (optional)
Cancel
Terminate
←
1
Company Details
Tap to see all steps
▼
→
Navigate to Step
Close