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