Your Opportunity, Order and Commission Inquiry processes are setup with statuses that will help you report on where the Opportunity, Order or Commission Inquiry is in it's lifecycle. 


When you edit any of these forms you are able to manually place the form (eg: order) on a certain status. RPM Telco however is already setup with so called: Status Triggers. Status triggers are in place that when you for instance populate the "Submitted to Carrier" date field in your order, after saving the order, the status will automatically be changed to the status "Submitted". Below a list of the status triggers that are currently setup in your RPM Telco subscription. 


You can customize your Statuses in the setup of your process template. 


**Note: you can block email notification for any of your processes in your preferences. 


Opportunity


Field Name Sets Status To
Lead Grade - 75% - HOT / Contract Sent 75% - HOT
Lead Grade  -50% - Warm / Quote Sent 50% - Warm
Lead Grade - 25% - Cold 25% - Cold
Lead Grade - Dead Dead
Initial Contact In Progress


Order


Field name Sets Status To
Customer Invoice Reviewed Billing
Activation Date Activated
Installed Date Installed
FOC Date FOC date received
Requested Install Date Pending installation
Order Accepted Accepted
Submitted To Carrier Submitted


Commission Inquiry


Field name Sets Status To
Inquiry Closed Resolved
Pending Receipt of Supplier $ Pending Receipt of Supplier $
Inquiry submitted to Supplier Pending Supplier Response
First Response to Agency (Rep) Pending Partner Response




Manually set your form to a certain status.


Click Edit





Click in the Status drop down menu and select the status. 


Click OK at the bottom to save your selection.