Lead/Opportunity Status

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.
Print Friendly, PDF & Email

Was this article helpful?

Related Articles