Statuses on the Leads page help you immediately understand the critical details of a Lead. They are automatically set by information you input into SingleOps, and designed to help you action Leads quickly.
Status | Image | Description |
Estimate Unscheduled | Client has been confirmed, which means a SingleOps User in the account created the Lead, or if the Lead came in via Client Portal or API, the Lead has "been confirmed". This Lead does not have any Task associated with it, or it does have a Task associated but has not been scheduled (i.e. no start and stop times) with a location specified. |
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Estimate Scheduled |
Client has been confirmed (same as above). *Note:
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Unconfirmed Client | A lead from a new client added from the Client Portal (or via API) that has not been confirmed by any SingleOps User in the account. A User must Edit Lead and confirm the Client to shift the status to Unscheduled. |
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Stale |
Lead has not been converted to a Proposal within [x] days, where x is specified in the Account Settings. You will be reminded that this Lead has not been converted to a Proposal after this amount of days. To set how many days until the Lead becomes Stale,
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On Hold | The Lead has been manually marked as "On Hold" by a SingleOps User on the account. |
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