Custom Status
W
Wendy Wolf
Looking to have additional status options and the ability to customize status options. Suggestions for additional status options might be "DEPOSIT DUE", "CONTACTED".
Y
Yessenia Ochoa
Would LOVE to be able to customize my own "statuses"
N
Nicole Desmond
Would LOVE to be able to customize status to suit my needs
A
Amye Hartfield
Yes please! we need a status for "not an event" or "walk in" And also the ability to archive leads so that they don't show in our list anymore but we still save all the lead info should we need to refer to it, that would be great too
W
Wendy Wolf
Amye Hartfield Agreed!
M
Michelle Sumida
We would love some custom status options. to list a few examples:
*"NOT A FIT" (rather than cancelled) as they don't fit within an acceptable timeframe or the group is too small or larger than we can accomodate. That way they aren't buried amongst the others and if they come back with alternative dates or size of party we can easily fit them in.
*Love the "Waitlist" -- someone cancels and we know to contact them if that happens.
*"Confirmed-GUEST # UPDATE"- LOTS of groups give us a range of people that we need an update for.
*Would also like "Confirmed- Need Selections" as we have requests for the end of the year, but they aren't ready to select food items yet.
* "CONFIRMED--FINALIZED CATERING"
More steps for catered food so it would be good to have a status that the group will be getting catered food and it stands out!
THANK YOU!
J
Joanna Fenerlis
Merged in a post:
Add a "Waitlist" status
A
Abigail Schmit
For example, if we were to waitlist someone in case another party cancels, that would show on our calendar that they are next in line.
J
Joanna Fenerlis
Merged in a post:
Additional Status Options
C
Cassie Molinari
There should be a status before qualified and after Lead that marks the leaded as contacted but not yet approved.
J
Joanna Fenerlis
Merged in a post:
fully paid
C
Caroline Shin
Is there a way to put a section in the pipeline that says FULLY PAID. There's no where to organized fully paid events right now
K
Kayla Taylor
Yes! This would be so great. I will second Madison's comment. It would be awesome have something after confirmed that indicates we have finalized menu and all event details. Maybe something like "Event Order Finalized" or "Completed Event Order" etc etc.
Luke Hutchison
Merged in a post:
Add Custom Event Pipeline Stages
M
Madison Newell
It would be nice to have other stages to an event. For me I would like to have another step in between "balance due" and "completed".
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