About statuses

About statuses

All events in EventWorks have a status that describes what stage of the sales or operations process the event is at such as New, Warm, or Contracted.

You can add your own statuses to provide more detail about the event, such as Verbally confirmed, Invoiced, Invoice paid, etc.  This article will show you how to create your own statuses as well as edit existing ones to suit your needs.

How to add a new status

Select the settings cog at the top right of the page.
Select General settings from the dropdown list.
Click on the Events tab from the list of tabs and then select Event statuses from the sub-menu.
Here you can see a list of the existing statuses.  Each status has an allocated name and colour, a probability figure, and then tick boxes corresponding to how each status relates to whether it is New, a Lead, if it's Contracted, Closed, or Lost.  There is also a red X to remove the status.
Select Add status at the top right of this panel.
Complete the name of this status within the Name field.
The Probability field is used to calculate the weighted figures within various reporting tools.  If the probability is set to 1 then the event will take place.  For example, if the probability is set to 0.5 then it will take 50% of the estimated price and estimated profit for the pipeline figures.
Select whether this new status falls within one of the four categories : Lead, Contracted, Closed, or Lost.
The colour field allows you to set a colour to easily distinguish the event's status.
Select Add status when finished.

Editing statuses

You can also edit the existing list of statuses by clicking Edit statuses. Here you can change any of the information, select different colours and change the ordering.

The colours are displayed on the main Events page, in the Diary, and at the top of the page next to the event name when viewing an event.

You are also able to set how each status appears in the view of a public user using the Public name, Public colour, and Public text colour fields.



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Updated on: 29/06/2020