Stage | Meaning |
New | Saved or imported, not contacted yet |
Contacted | First outreach done (set automatically by your first logged call or visit) |
Site survey | Assessing the site (set automatically when you record a site survey) |
Proposal | Proposal presented |
Contract sent | Agreement sent for signature |
Install scheduled | Install being planned (offers to create an install task) |
Live | Won and operating; convert it to a customer from the Pipeline board |
Lost | Didn't go ahead; a reason is required |
Stages are labels you move yourself. Moving to Contract sent doesn't send a contract, and Install scheduled doesn't book an appointment.
Tier | Meaning |
Tier 1 | Best-fit location types, such as warehouses, plants, hospitals and call centers |
Tier 2 | Good fits, such as offices, dealerships, hotels and gyms |
Tier 3 | Possible fits, such as apartments, community centers and venues |
The tier comes from the location type. If the type is unknown, the prospect is Tier 3. You can change the tier on the prospect's page.