Which states can I work with in sales?


Status have changed. Depending on the object...

  • Leads and companies' status:

- Active: I'm prospecting it.

- On hold: It’s standing.

- Nurturing: It's not a good fit at the moment.

- Discarded: It's not a good fit.

- Client: It has become my client.

  • Opportunities' status:

Take into account! In the opportunities tab, you’ll see the different opportunity statuses that the manager has set. SDRs can’t edit or manage them, it’s the admin user's responsibility.

If you have admin rights and you want to know how to do it, please check this article.


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