Understanding Pod Statuses
Pods move through different statuses to reflect where they are in the sales journey. This helps teams quickly understand engagement and progress at a glance.
Every account starts with four built-in statuses: Draft, Active, Completed, and Lost. You can also create your own custom statuses to match your CRM pipeline — see Custom statuses below.
Draft
A Pod in Draft status is still being prepared and has not yet been shared with a prospect.
This typically means the rep is building or refining the Pod content before sending it out.
When does a Pod move out of Draft?
A Pod will automatically move from Draft to Active when:
The “Copy link” button is clicked from the share modal (indicating it’s ready to be shared), or
The Pod receives its first view
Active
A Pod becomes Active once it has been shared or viewed by a prospect.
This status indicates that the Pod is now live and engagement may be taking place.
Completed
A Pod is marked as Completed when the associated opportunity has been successfully won.
This can happen in two ways:
The Pod is manually marked as Closed Won, or
If the Pod is connected to a deal or opportunity in your CRM, the associated deal is marked as Closed Won, which automatically updates the Pod status
Lost
A Pod is marked as Lost when the opportunity does not convert.
This can happen in two ways:
The Pod is manually marked as Closed Lost, or
If the Pod is connected to a deal or opportunity in your CRM, the associated deal is marked as Closed Lost, which automatically updates the Pod status
Custom statuses
You can now create your own statuses so your Pods match the stages in your CRM pipeline. Manage these under Settings > Pods & Templates > Statuses.
Every account starts with the usual four statuses (Draft, Active, Completed/Won, and Lost).
Create as many additional statuses as you like and map each one to an underlying stage.
Set different statuses for different Pod types.
Reverse mapping — choose which status is used for each stage type, so when trumpet or your CRM updates a Pod automatically, the right status is applied.
Once set up, your custom statuses appear everywhere a status is shown, used, or filtered.
Custom statuses can also be managed through the trumpet API and kept in sync using the pod_status_changed webhook. Full details are in the developer documentation at trumpetapp.dev.
Summary
Status | Meaning |
Draft | Pod is being created and not yet shared |
Active | Pod has been shared or viewed |
Completed | Deal is closed won |
Lost | Deal is closed lost |