Below is a list of status definitions used in Synapsys.
| Term | Definition |
|---|---|
| Active | New referral, cross-solve, or sales opportunity identified. Initial outreach has been made to begin the process of adding products and services for new or existing clients. |
| Closed | No further referral, cross-cross solve, sales opportunity, or follow-up needed with no new business at this time. Set a 6-month followup tickler to review the client profile again. |
| Declined By Client | After the proposal of a Capital City Bank product or service, the client declines to add the recommended product or service. |
| Not Interested | The client has no interest or perceived need for the product or service discussed. |
| Client not Qualified | The client did not meet bank requirements to make the sale. |
| Sold | New products or services opened as a result of sales efforts. |