Event status bar

Sara C. shared this question 8 months ago
Answered

Is there a way to set a different color/status when someone pays a deposit but doesn’t sign their contract? And when they sign the contract without paying the deposit. I’ve almost missed a couple deposits because it still says contracted in the same teal, so I didn’t see that there was a change to the payment amount.

Comments (2)

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Settings>lead statuses>add new status. Select appropriate settings.


Make sure you look at settings of others to prevent duplicating

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You can change the status colors by going to Settings-->Lead Statues. You may need to add new statues for the situations you listed and pick a specific color for them.

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