Mothernode includes the following Lead and Opportunity Status and Rules.
Open: All active Lead and Opportunity to be included in current pipelines.
Won: All Opportunities that were award to your sales rep and company.
Lost: All Opportunities that were lost to a competitor or for other reasons your company wasn’t awarded the business.
Cancelled: All Leads or Opportunities that ended with no interest and weren’t lost.
Status Automation
Lead and Opportunity statuses will automatically be set based on these activities;
- A lead will automatically become an opportunity if a quote is created for the lead.
- If an opportunity is converted to a customer, all associated open quotes will automatically be changed to a won status.
- If an opportunity is lost or cancelled, all associated open quotes will be changed to lost.
