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Contact Selection Range Marketing Contact Lead Lead List Lead/Quote Status Type Marketing Action List Marketing Contact List Marketing Ratios Report Marketing Reports Prospect (Marketing) Prospect List (Marketing) Print Reminders Sales Pipeline Sales Ratio Report Telemarketing Telemarketing List

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.