What do New, Replied, Quoted, Scheduled, Converted and Completed mean?
The word on each enquiry tells you whose turn it is.
Every enquiry carries one word showing where it has got to. It moves on its own as you work — you never set it by hand.
Watch it on the real screens
New — it has arrived and nobody has answered yet. Your turn.
Step by step
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New — it has arrived and nobody has answered yet. Your turn.
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Replied — a message has gone back. Waiting on the other side.
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Quoted — a price has been sent and is waiting to be accepted or declined.
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Scheduled — a visit has been agreed and is in the diary.
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Converted — the customer accepted. This is work you have won.
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Completed or Closed — it is finished. Completed means the job was done; Closed means it ended without the work happening.
Only Completed lets the customer leave you a review, which is why the two are kept apart.
What happens next
Reopened shows if a finished enquiry is started up again. Everything that happened before is still there.