| Table of Contents |
|---|
Overview
A lead/Quote status is setup with a function, the function prompts an action within the system.
...
Emails can be setup to send on status change see here for setup → Email Templates
Lead Status
...
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
...
Order Status
| Gliffy | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
...
...
...
quote - declined never accepted
...
...
...
...
...
...
...
...
...
...
Example
Order Status - Function Description
Example
| View file | ||
|---|---|---|
|
...