Navigate to the Status tab:
Click the
button at the top taskbar. -> status tab.
Purpose of the Status tab:
This screen allows the user to see and modify the project status and other project details.
What you see in the Status tab:
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Selected project information.
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General Information fields.
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Accounting Information fields.
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Salesman commission information fields.
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Designates appointment date and time and creates a follow up lead in the rehash screen if the current project final result was successful.
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Cancel Project button cancels the existing project.
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Print Completion Form prints the completion form for the project.
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Project's Documents button opens Documents of ______ screen that contains all the documents associated with the project.
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Customers button opens the customer list screen.
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Project's Activities opens the Production Control screen.
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Recordings button opens the recordings list of the current project.
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Lead Properties opens the lead properties screen.
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Close button closes the menu.
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H opens the lead history screen.
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SMS buttons opens the send SMS screen.
How to use the Status tab:
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Change the Project Finance status.
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Click on Change Finance (5).
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Click on the required status: Not Indicated, Cash or Finance (5).
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Change the Project Stage.
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Click on Change Proj. Stage (6).
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Click on the required status: New Project, In Progress or Completed (6).
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Input completion date and qualify as referrer status and call again thru Sale Again screen date.
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Click on Change Proj. Stage (6).
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Click on Completion Date (7).
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Change referrer status to one of the following: Not Set, OK pal, Happy Client, ALERT! Stay Away.
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Click on When to call again? and select the required date.
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NOTE: This will create an appointment in the Sale Again screen.
