Lead Status

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.

*Note:

• If you have a task that is scheduled for a specific day on the Calendar/Route Planner, but the lead has no Visit Location, the status will show as "Estimate Unscheduled".
• A lead needs to have a "Visit Location" in order for the Status column to update to "Estimate Scheduled".

Client has been confirmed (same as above).
Lead has 1+ Task associated with it and that Task has been scheduled (i.e., has start and stop times) as well as a location specified.

*Note:

• If user adds another Task and schedules, it will stay in the scheduled state.
• Scheduling text will only reference the first scheduled Task.

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.
*Note: The number of days is auto set to 30 days for any account that has not set it.

To set how many days until the Lead becomes Stale,

1. 1. 1. Navigate to Setup > Account Settings > Jobs
      2. Find 'How many days until a lead is stale?'
      3. Enter preferred number of days.
      4. Click Update Settings when finished.