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Automatically Update Sales Statuses

Lance Wight avatar
Written by Lance Wight
Updated over 3 years ago

If you would like to have sales statuses update automatically based on the initial job status, follow the steps below.


1. Click on Settings

Click on Settings

2. Click on Manage

Click on Manage

3. Click on Sales Statuses

Click on Sales Statuses

4. Click on Add Sales Status or click on an existing Sales Status

Click on Add Sales Status or click on an existing Sales Status

5. Check Automatically update to this sales status when the initial job is completed or one of the others

Check Automatically update to this sales status when the initial job is completed or one of the others

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