Intranet Company Status

Used for CRM sales pipeline and partner acquisition pipeline.  Some Company States are used as constants, but it is safe to add new sub-states to these constants.

 

Constants

The following values are used as constants and should not be modified:

 

  • Active or Potential - A super-status for both Active or Potential. Used for the Project's customer select box.
  • Potential - The super-status for all pre-sales stati such as Inquiries, Qualifying, Quoting and Quote Out.
  • Active - An active company. Only active companies are listed in most drop-down boxes of companies.
  • Inactive - The super-status for all non-active states such as Declined or Deleted.
  • Deleted - Companies of this status are by default excluded from most drop-down boxes.

 

 category_id |      category
-------------+---------------------
          40 | Active or Potential
          41 | Potential
          42 | Inquiries
          43 | Qualifying
          44 | Quoting
          45 | Quote out
          46 | Active
          47 | Declined
          48 | Inactive
          49 | Deleted



References

Related Object Types

Related Categories

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