Client has reached out and shown interest but no Unscheduled Services are entered.
Service needs have been collected, but the intake appointment is either Unscheduled or Pending Active.
At least 1 service is Active or Dormant.
Outstanding balance > than $200 or > 30+ days.
Former Active service but service has been Terminated
Prospects that were not a match to our services.
Policy violators, bad debt, 1-star reviews, etc.