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.
There are four Pod statuses: Draft, Active, Completed, and Lost.
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
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 |