| Table of Contents |
|---|
Overview
A lead/Quote status is setup with a function, the function prompts an action within the system.
...
To access these menu's select 
Settings - Sales Settings, then at the top select the relevant tab or you can access the CSV by selecting Import Export Sales Settings
...
Lead Status
...
Lead status description | Function | Meaning | |
|---|---|---|---|
1 | New Lead | Not Measured | New lead, not yet seen by rep |
2 | Won | Won | Lead has converted to a sale |
3 | Lost | lost | Lead was not converted to sale |
4 | Cancelled | Cancelled | Cancelled appointment |
5 | Follow up | Follow up | Follow up appointment booked from quote |
6 | General Appointment | General Appointment | Any appointments that don't fit into the categories above |
7 | Private Appointment | Private Appointment | Days off, sick days, general appointments - This status works differently to the status's above and can be created in the calendar or import/export function |
Order Status
| Gliffy | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
...
...
...
quote - declined never accepted
...
...
...
...
...
...
...
...
...
...
Example
Order Status - Function Description
Example
| View file | ||
|---|---|---|
|
...