Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

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


To access these menu's select Image Added Settings - Sales Settings, then at the top select the relevant tab or you can access the CSV by selecting Import Export Sales Settings

Image Added

Image Added



Lead Status



Lead status descriptionFunctionMeaning
1New LeadNot MeasuredNew lead, not yet seen by rep
2WonWonLead has converted to a sale
3LostlostLead was not converted to sale
4CancelledCancelledCancelled appointment
5Follow upFollow upFollow up appointment booked from quote

...