estimate statuses sales pipeline video Setting Up Estimate Statuses

Estimate Statuses allow you to create your own 'sales pipeline' in LMN.  They allow you to see how much potential, actual or lost revenue you have at each stage of your sales pipeline.  LMN comes shipped with some sample statuses for you, but you're free to customize this list to create your own meaningful reports.

 

In this video you will learn how to:

  • View your list of estimate statuses
  • Create your own estimate status
  • Set the estimate's sales pipeline status

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