Page Comparison

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Emailes 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 description	Function	Meaning
1	Quote	Quote	Quote (not yet accepted)
2	Needs Minimum Deposit Approval	Deposit approval needed	Deposit added and Requires min deposit apporval
3	Discount Approval Needed	Discount approval needed	Discount exceeded max disocunt and requires dsicount approval
4	Declined (Lost)	Lost	quote - declined never accepted
5	Accepted (Needs Processing)	Needs Processing	manual process is required for a quote or rework that has been accepted
6	Needs Remote Finalizing	Needs Remote order Finalize	Accepted Buz 2 Buz needs finalizing from supplier
7	Pending (Waiting for) Check Measure	Waiting for check measure	Accepted waiting for check measure
8	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)
9	Installed (To Be Invoiced)	To be invoiced	Installed not yet invoiced
10	Cancelled	Cancelled	Accepted then order Cancelled
11	Invoiced (Complete)	Complete	Invoiced/completed
12	Credit Note	Credit Note	Credit note not an order applicable to invoiced orders
13	Credit Approval Needed	Customer Credit Approval Needed	Credit Approval Needed exceeded max credit limit