Settings - Action - Statuses
Imola Laposi avatar
Written by Imola Laposi
Updated over a week ago

The Statuses tab should be used to create the relation between certain actions of the system and the statuses of items. This means for example, when a Deal is created, the status of the Deal will be Pending if this is selected from the drop-down.
These six actions are definable as status relation:

Lead Create - status of Lead when it is created
Booking create - status of Deal when it is created

Option Create - status of an Option type deal when is created

Lead Assign - status of a Lead when the lead is assigned to another user

Lead to Option - status of a deal when the Lead is saved as Option

Option to Booking - status of a deal when the Option is saved as Booking

Booking on travel date - status of a deal when the start date is the current date

Booking after return date - status of a deal when the return date has passed

Cancelled by Operator - status of a deal when it is cancelled by the operator

Cancelled by Customer - status of a deal when it is cancelled by the customer

Customer Payment Status related actions:

  • Customer Payment Create - status of the Customer Payment when Deal is created and the Customer Payment entry is added in Customer Payment List

Customer Invoice Status related actions:

  • Customer Invoice create - status of the invoice when it is created

  • Customer Invoice credit - status of the invoice when the credit note is created

  • Invoice partial payment - status of the invoice when partial payment is received

  • Invoice full payment - status of the invoice when full payment is received


Supplier invoice Status related actions:

  • Supplier Invoice Create - the status of the supplier invoice when it is created

The statuses are settable from choice-list but come predefined when the account is set up.



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