Statuses: every value and what it means

Useful when you are building a report, wiring up a webhook consumer, or explaining a board to somebody new. These are the exact values the API sends.

Leads

Status	Means
NEW	Just arrived, nobody has worked it.
ATTEMPTED	Someone tried to make contact and did not reach them.
CONTACTED	You have spoken to them.
QUOTED	A quote has gone out.
FOLLOW_UP	Waiting on them, with a callback in mind.
WON	It became a booked order.
LOST	They went elsewhere, or the move is off.
BAD	Junk, a test, or unreachable. Kept rather than deleted so you can hold a vendor to what they sent.

Quotes

These describe how the customer sounds, not where the quote is in a process. Whether it has been accepted or has passed its ship date is answered from the quote's dates.

Status	Means
NEW	Built, not yet worked.
SALES_CAMPAIGN	In an ongoing follow-up sequence.
ON_HOLD	Parked at the customer's request.
HOT	Close to booking.
WARM	Interested, not decided.
COLD	Gone quiet.
VM	Left a voicemail.

Orders

Status	Means
NEW	Booked, not yet advertised or offered.
ONHOLD	Paused — usually the customer's dates have moved.
POSTED	Advertised on your load boards.
DISPATCHED	A carrier has accepted and holds the sheet.
PICKED_UP	Collected, on the truck.
DELIVERED	Dropped off.
COMPLETED	Delivered and settled. The job is closed.
CANCELLED	Not going ahead. A reason is recorded.

Dispatches

Status	Means
OFFERED	The sheet is with the carrier, unanswered.
ACCEPTED	They have taken it.
DECLINED	They have turned it down.
CANCELLED	The offer was withdrawn, or the order was cancelled.
COMPLETED	They delivered.

Invoices

Status	Means
DRAFT	Raised, not sent. The customer has seen nothing.
SENT	With the customer, awaiting payment.
PARTIALLY_PAID	Something has been paid against it.
PAID	Settled in full.
OVERDUE	Past its terms and still owing.
VOID	Cancelled. Kept rather than deleted, so the numbering has no holes.

Review your setup

Use this checklist while following the guide. Your selections are for this reading session and do not change CRM settings.

0 of 5 complete

Identify the record type and current state
Compare role permissions and record visibility
Review the lifecycle before changing a status
Confirm the intended recipient of a public link
Escalate an unresolved access issue to an administrator