WeOpportunity URG: Understanding Job and Lead Status

When a Lead is RFQed a Job gets automatically created in WeEstimate, this Lead and Job remain linked.

The article explains in detail how the Lead and Job status are represented on the WeOpportunity URG:

 

If the Job is Won then in WeOpp URG:

  • Lead Status Shows as Sold
  • Job Status shows as Won 
  • Won Sale Num shows as 1
  • Lost Sale Num shows as 0

If the Job is Lost then in WeOpp URG:

  • Lead Status Shows as No Sale
  • Job Status shows as Won 
  • Won Sale Num shows as 0
  • Lost Sale Num shows as 1

If the Job is Void then in WeOpp URG:

  • Lead Status Shows as RFQ
  • Job Status shows as Void 
  • Won Sale Num shows as 0
  • Lost Sale Num shows as 0
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