Lead Status & Order Status

Overview

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

You can have as many statues as required. With the ability to update to different colours (this is displayed in your calendar).

If you have multiples statuses with the same function the status that is first in sequence is the status that will prompt that function when required.

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
6	General Appointment	General Appointment	Any appointments that don't fit into the categories above
7	Private Appointment	Private Appointment	Days off, sick days, general appointments - This status works differently to the status's above and can be created in the calendar or import/export function

Order Status

	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 approval
3	Discount Approval Needed	Discount approval needed	Discount exceeded max discount and requires discount 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	Ordered from Supplier	Needs Remote order Finalize	Accepted Buz 2 Buz finalized from supplier
8	Pending (Waiting for) Check Measure	Waiting for check measure	Accepted waiting for check measure
9	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)
10	Installed (To Be Invoiced)	To be invoiced	Installed not yet invoiced
11	Cancelled	Cancelled	Accepted then order Cancelled
12	Invoiced (Complete)	Complete	Invoiced/completed (Note - a copy of the invoice is not automatically emailed to the client in the order summary screen, this is a manual process) Refer to the Bulk Invoicing help page for this feature.
13	Credit Note	Credit Note	Credit note not an order applicable, applied to invoiced orders
14	Credit Approval Needed	Customer Credit Approval Needed	Credit Approval Needed exceeded max credit limit. More help on credit limits can be found here.

Example