Here is a guide to help you know what the each lead category means:
| Category | Description |
| Leads In | When a new lead is received. |
| Contact Made | When a conversation and agreement has been made to quote. |
| Quote Sent | When a quote is generated and sent with the discussed value. |
| Customer Accepted | When the quote meets the need of the customer and has indicated acceptance of deal. |
| Deal Won | When the deal has been closed and waiting on deposit. |
| Nurture | Follow up X months later. |
| Recycle | - |
Type | Description |
| All Active | All leads that are currently active (Leads In, Contact Made, Quote Sent, Customer Accepted). |
| My Active | All active leads that are referred to the current logged in user. |
| All Closed | All leads that are closed (Deal Won, Nurture, Recycle). |
| My Closed | All closed leads that are referenced to the current logged in user. |
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