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Emails can be setup to send on status change see here for setup → Email Templates
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 |
Order Status
| Gliffy | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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