Event status bar
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.
Settings>lead statuses>add new status. Select appropriate settings.
Make sure you look at settings of others to prevent duplicating
Settings>lead statuses>add new status. Select appropriate settings.
Make sure you look at settings of others to prevent duplicating
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.
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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