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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
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Lead Status
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Function
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Meaning
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1
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New Lead
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Not Measured
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New lead, not yet seen by rep
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2
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Won
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Won
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Lead has converted to a sale
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3
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Lost
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lost
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Lead was not converted to sale
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4
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Cancelled
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Cancelled
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Cancelled appointment
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5
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Follow up
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Follow up
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Follow up appointment booked from quote
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6
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General Appointment
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General Appointment
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Any appointments that don't fit into the categories above
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7
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Private Appointment
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Private Appointment
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Order Status
| Gliffy | ||||||||||||||
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