Lead and quotation statuses

Every status, stage and lost reason of leads and quotations, what each one means and what moves a record into it.

ReferenceUpdated 2026-10-21

Leads and quotations show their state as a coloured chip. The tables below list each one, what it means and what changes it.

Lead status

Status	Meaning	What moves a lead here
Open	A lead you are still working on. The card shows its stage.	Every new lead. Moving a booked lead back to a stage that is not a won stage, or Reopen on a lost lead.
Booked	The lead became a sale.	Moving it to a won stage (by default Booked), by drag and drop, the stage arrow, Stage or Move to stage…; or booking a quotation linked to it.
Lost	The lead will not book. It leaves the board and shows its reason.	Mark as lost with a reason.

Lead stages (default list)

Stages are your own list in Settings → Lists. A new agency starts with:

Stage	Meaning
New	Just came in. New leads start in the first stage of the list.
Contacted	You have spoken to them.
Interested	They want to go ahead.
Quotation sent	Marked as the quotation stage: sending a quotation linked to an open lead moves it here by itself (never backwards).
Follow-up	Waiting for their answer.
Booked	Marked as a won stage: moving a lead here makes it Booked.

You can rename, reorder, hide or add stages. A lead whose stage was removed shows in the first column.

A new lead with no reply shows No reply yet on its card, with how long it has waited. The first call, WhatsApp, note, stage move or quotation sent counts as the first reply.

Lost reasons (default list)

Also your own list in Settings → Lists:

Reason	Meaning
Price too high	The price was the problem.
Dates did not suit	The dates did not work for them.
Booked elsewhere	They booked with another agency.
Stopped replying	No answer any more.
Other	Anything else; add a note to say what.

Quotation statuses (your screens)

Status	Meaning	What moves a quotation here
Draft	Saved, not sent yet.	Creating it. Extend N days on an expired quotation also brings it back to draft.
Sent	Sent to the customer.	Send on WhatsApp, Send by email or Send by SMS.
Opened by customer	The customer opened the link.	The customer opening the page of a sent quotation.
Accepted	The customer chose an option. The quotation can no longer change.	The customer pressing Yes, choose it on their page.
Booked	A booking was made from it.	Book this option / Create booking on the quotation.
Expired	Its Valid until date has passed. It can no longer be accepted.	Automatically, the day after Valid until, for draft, sent and opened quotations.
Declined	The customer said no.	The customer pressing Decline on their page, or Mark as declined in the ⋮ menu.

Quotation statuses (what the customer sees)

On the quotation page the customer opens, the chip says:

Chip	When
Valid for N more days	The quotation can still be accepted.
Valid until today	Today is the last day.
Accepted	They chose an option (also once it is booked).
Declined	They declined it.
Expired	Its date has passed.