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change a lead to pending

Alex Nelson >

February 02, 2011 17:53

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I'd like to change a shoot from "lead" to "pending"  I'm not seeing a way to do this....I must be missing something or confusing the intended functionality for "pending".  Help please :)

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10 comments

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  Alaina Eubank > February 02, 2011 21:30

  A lead only changes from Lead to Pending when you have sent the client a proposal for them to review and accept.

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  Natalie Nelson > February 03, 2011 02:18

  I'm not entirely sure what a proposal is yet, but we have essentially booked these people just before signing up for ShootQ but are waiting on them to return the physical contract.  

  It sounds like I need to delete the lead and just enter it as a booked shoot once I receive the contract...

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  Lisa Novakowski > May 30, 2011 18:28

  Well, that's unfortunate.  You can manually book a lead in ShootQ, but I was hoping there was a way to manually change a lead to pending as well. 

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  Alice Baran > June 03, 2011 21:14

  Hi Lisa,

  You can make a custom lead status called pending if you wish to use it to keep things organized, but the pending section is exclusively for shoots that have pending booking proposals.

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  Lisa Novakowski > June 10, 2011 23:52

  Thanks Alice! That helps to visually keep things organized :)

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  Cortney Munna > June 15, 2011 22:55

  Just a thought: it would be really great if the lead status automatically changed to pending once a proposal is sent

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  Karl Rouwhorst > June 21, 2011 19:14

  I know shootq wants to do things online, but having an option to change leads to pending manually would be a great feature.

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  Katie Van Buren > June 29, 2011 22:25

  Hello Karl and Cortney,

  ShootQ is a cloud based system, so having a manual option wouldn't work with the current system.  The lead turns into a pending status once the proposal is sent.  It no longer exists in the lead area.  I hope that helps.

  Katie Van Buren

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  Karl Rouwhorst > June 29, 2011 23:09

  Thanks Katie,

  Honestly I think ShootQ should incorporate this into there system. I don't see why they couldn't write into there system a manual option to choose pending. Just because it doesn't now, doesn't mean that it shouldn't or can't. ShootQ allows us to manual enter/book a shoot. We don't need to go through the web/cloud based booking engine. So if we are booking shoots manually, why can't we put them into pending manually?

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  Katie Van Buren > June 30, 2011 15:15

  Hi Karl,

  I am sorry I think I misunderstood your comment.  Changing a lead to a pending status doesn't have anything to do with being cloud based.  It is a good suggestion and I will make note of it for our feature update discussions.  

  Katie