I’m trying to understand the principle of document movement in CRM by status. I see that some statuses change automatically (for example, lead), and some are set manually. Tell me, please, by default status meanings: what does each status mean, with what document / action is it related?
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Quotation:- From Opportunity if Quotation made but enabling “With Items” option (on opportunity form)
then status become Quotation
Converted:- when opportunity to quotation get made (by enabling “With Items” option (on opportunity form) it will reflected on Quotation) and Quotation to sales order get made,then Opportunity status will get become “Converted”
Lost:- If you click on “Lost” button then it will be lost, but if quotation is made for that opportunity and you are trying to Lost opportunity then it will be not allowed to lost opportunity (because quotation is made for that) If respective Quotation get lost ,its associated opportunity also get lost
Replied = Communication happen via ‘Email’ with contact person etc. then status will be “Replied”
Closed = If opportunity is in “Open” status then only you can Closed opportunity by click on “Close”
button, But if Opportunity status is Replied or Quotation then you can not closed opportunity directly ,you first “Reopen” that then close.