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Lead/Quote Status Type

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Overview

Lead/Quote Status Types: Lead/Quote Status Types are status types that you can create to measure the relative status of Leads and Quotes in the Sales Pipeline Report

How to create a Lead/Quote Status

  • Select Marketing tab
  • Select Lead/Quote Status Types button
  • Select the last item in the list and hit the Down Arrow on your keyboard to create a new line
  • Enter the new Type and Description
  • Select OK button

The Status type will now be available from the Status drop down list in the Lead screen.