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Table of Contents

Overview

A lead/Quote status is setup with a function, the function prompts an action within the system.

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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

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Lead Status

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Order Status

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quote - declined never accepted

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Image AddedOrder Status - Function Description

Example

View file
nameBOD Status.pdf

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