Submissions
The submission stages, where the next action and due date come from, how a chase run works, and what likelihood and health scores mean.
Start here
Orientation, and the questions most often asked about submissions.
- The submission stagesReady, Sent, Progressing and Closed — what each means and what moves between them.
- Next action, waiting on, and what is lateWhere the next step comes from, who is holding a submission, and what turns red.
- Chasing what is owedOne sitting that clears a morning of follow-ups, grouped by who you are chasing.
- Likelihood and health scoresWhat thin, fair and strong mean, and why every score opens its reasons.
- Building a submissionConsultant first, then the route, then the rate — and what the vendor actually receives.
- Interviews, offers and startsWhy an acceptance is tied to one version, and why a start is a separate act.
- Today: your morning listWhat is owed this morning, grouped by where it came from, in the order it has to happen.
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