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FSG
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Stages & statuses

Sales stage is where the deal is; delivery status is where the work is. Labels and colors are yours — the kind underneath is fixed, so reports and automations keep working.

v3· saving makes v4

How it reads

Live as you edit
Sales
IntakeRFQProposal draftProposal sentDelayedSoldLost
Delivery
Not startedDispatchingScheduledIn progressWaitingWork completeClosed-1 (Ready to bill)Billed · lockedClosed · paidReopened
FSG note: keep your Quote Master labels if you like — “Closed-1” for ready to bill, “Closed-2” for billed. Reports group by kind, not label. Saving creates v4; history keeps v3.

Sales stages

Open stages count in the pipeline; Won and Lost end it.

Label, color and kindRequired to enterWho can move here
  • Open · start2 projects now
    Required to enter
    Contact
    Who can move here
    OwnerOpsSales MgrSalesProspector
  • Open · quoting2 projects now
    Required to enter
    Who can move here
    OwnerOpsSales MgrSales
  • Open · drafting1 project now
    Required to enter
    Price on every section
    Who can move here
    OwnerOpsSales MgrSales
  • Open · with client4 projects now
    Required to enter
    Contact
    Who can move here
    OwnerOpsSales MgrSales
  • Open · parked1 project now
    Required to enter
    Reason
    Who can move here
    OwnerOpsSales MgrSales
  • Won19 projects now
    Required to enter
    Client PO or signed proposalSalesperson
    Who can move here
    OwnerOpsSales MgrSales
    Needs a reason · always logged
  • Lost1 project now
    Required to enter
    Reason
    Who can move here
    OwnerOpsSales MgrSales
    Needs a reason · always logged

Delivery statuses

Where sold work is. Locked statuses need a reason to leave.

Label, color and kindRequired to enterWho can move here
  • Pre-work11 projects now
    Required to enter
    Who can move here
    OwnerOps
  • Pre-work1 project now
    Required to enter
    Vendor on every section
    Who can move here
    OwnerOps
  • Active2 projects now
    Required to enter
    Scheduled date
    Who can move here
    OwnerOpsField
  • Active5 projects now
    Required to enter
    Who can move here
    OwnerOpsField
  • Blocked1 project now
    Required to enter
    Reason
    Who can move here
    OwnerOpsField
  • Complete1 project now
    Required to enter
    Completion photos
    Who can move here
    OwnerOpsField
  • Closed · billable1 project now
    Required to enter
    Closing checklist passedVendor invoice or no-cost flag
    Who can move here
    OwnerOps
  • Locked2 projects now
    Required to enter
    Who can move here
    OwnerOpsAcct
    Needs a reason · always logged
  • Locked · paid6 projects now
    Required to enter
    Who can move here
    OwnerAcct
    Needs a reason · always logged
  • Reopened0 projects now
    Required to enter
    Reopen reason
    Who can move here
    OwnerOpsAcct
    Needs a reason · always logged