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 - Function Description
Example