Status

***** Software On Sailboats Desktop Sales Manager v6
***** Contact management software, sales automation software, CRM software

Status

Use the Status button to set or change the Status property of the sales opportunity.

Status	Description
Unknown	The status of this opportunity is not yet know. For example this may be a new lead that has not yet been qualified.
Engaged	We are engaged in selling to this prospective customer.
Contract	We are in the final stages of the sales process - final closing, contract, order.
Won	Closed. We won.
Lost	Closed. The other guys won.
Postponed	The prospcet made a decision not to act at this time.

Active/Not Active

The status may also be generally categorized into Active or Not Active - ie deals that are still 'in the hunt' or not.

Description	Status
Active	Unknown Engaged Contract
Not Active	Won Lost Postponed

Win Lose, or Draw - Not Active Status Settings

Choosing a status of Won, Lost, or Postponed (any of the Not Active status settings) will cause the program to automatically ask you for a closing date:

The closing date is used in both sales cycle analysis reports and Month-To-Date and Quarter-To-Date reports. If you need to change the actual closing date you can adjust it in the Opportunity Edit form's Properties tab.

Journal Entries For Status Changes

Changes in Status can be automatically recorded into the Journal. Use Tools -> Configure -> Journal to turn this feature on or off. The Journal note is not added until the change of status is saved. Therefore, if you change the status of a sales opportunity, you will not see the Journal entry until the next time the opportunity is edited.

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