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.
