Lead Statuses
To change the status, click on a lead, then you will see the different statuses listed with a box below the word. Simply click the status (and save the event) to change the status.
If you have multiple locations and you are changing any of the lead statuses or adding a new status, please remember that when making these changes that the changes will apply for all of the locations.
The following list of definitions defines the intended use and state of the statuses by default, they can be customized and edited, in which case they would not match up with the following.
Partial = You don't have a full quote, just some information. Usually, these are abandoned quotes or contact forms from your website.
Cancelled = Lead was in higher status but was canceled.
Quote = Just a price quote, no inventory is reserved.
Hold = Inventory in this lead is being reserved.
Contracted = Contract has been created for the upcoming event.
Confirmed = Contract has been signed and deposit has been paid.
Complete = Event is over.
With the default settings, the system will automatically upgrade a lead from Quote -> Contract, Contract -> Confirmed, and Confirmed -> Complete when the appropriate conditions are met. You can also manually change the status of a lead if you want to. Each status has a particular color associated with it, and you’ll see the leads highlighted with that color on parts of the site so you can easily tell see their status.
Custom Statuses
In Settings -> Lead Statuses, you can create and edit the status options you have. We highly recommend consulting our support team before editing the status properties, as there may be unintended consequences, however many customer choose to add a status for “Canceled” events and “Postponed” events. If you choose to change your statuses, you should always first consider leads/events already using the status you are changing. For example, if you decide to change your Contract status to no longer reserve rental items, you would probably want to look through those leads and move any that you want to keep reserved to the Confirmed status so those items stay reserved.
Preventing Unnecessary Inventory Reservations
Default settings will reserve the inventory regardless, to make sure you don't lose an event where a customer appears more interested. In this scenario, the administrator is expected to make contact with the customer to determine whether or not to continue holding the equipment or downgrading the lead status if they are not serious about purchasing. Some users don't want to reserve equipment unless a customer signs and pays their contract. This is possible by editing the Contract status and changing it to not reserve equipment. When this is done, the first customer to sign and pay the deposit for a lead, will reserve the equipment. Other customers that try to sign or pay later, get an error message saying the contract is no longer valid, as the inventory is now classified as unavailable.
If you just want a signature or deposit payment to reserve, this is possible, too. You'll need to additionally make the Confirmed status to only require signature or deposit. Then you'll need to make a copy of that status and set it to require the other of the two. If you chose signature on the Confirmed status, then you'll choose deposit on the new status.
Color
You can change the color associated with a status by clicking on it's listing from Settings -> Lead Statuses, and selecting the color as pictured below.
