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Overview
A lead/Quote status is setup with a function, the function prompts an action within the system.
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Emails can be setup to send on status change see here for setup → Email Templates
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Lead Status
| Lead status description | Function | Meaning | |
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| 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 |
Order Status
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| Order status description | Function | Meaning | Example of Order (click to enlarge image) | |
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| 1 | Quote | Quote | Quote (not yet accepted) |
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| 2 | Needs Minimum Deposit Approval | Deposit approval needed | Deposit added and Requires min deposit approval |
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| 3 | Discount Approval Needed | Discount approval needed | Discount exceeded max discount and requires discount approval |
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| 4 | Declined (Lost) | Lost | quote - declined never accepted |
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| 5 | Accepted (Needs Processing) | Needs Processing | manual process is required for a quote or rework that has been accepted |
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| 6 | Needs Remote Finalizing | Needs Remote order Finalize | Accepted Buz 2 Buz needs finalizing from supplier | |
| 7 | Ordered from Supplier | Needs Remote order Finalize | Accepted Buz 2 Buz finalized from supplier |
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| 8 | Pending (Waiting for) Check Measure | Waiting for check measure | Accepted waiting for check measure |
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| 9 | Work in Progress | Work in progress | Accepted didn’t require approval or has been approved and either has no check measure or check measure has been completed) |
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| 10 | Installed (To Be Invoiced) | To be invoiced | Installed not yet invoiced |
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| 11 | Cancelled | Cancelled | Accepted then order Cancelled |
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| 12 | Invoiced (Complete) | Complete | Invoiced/completed |
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| 13 | Credit Note | Credit Note | Credit note not an order applicable, applied to invoiced orders |
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| 14 | Credit Approval Needed | Customer Credit Approval Needed | Credit Approval Needed exceeded max credit limit |
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