This article provides direction regarding Flywheel Dropdown values and their intentions.
The Account Type may affect visibility for Dealer Reps and availability in the "Dealer Account" field on Leads.
Flywheel does not provide default values for the Industry list. Each customer may provide a list of applicable industries. See this article (coming soon) regarding editing/adding dropdown values.
This field represents where the Account originated from. It is intended to track Marketing effectiveness. Flywheel provides a list of reasonable options, but each customer may edit this to fit their needs. See this article (coming soon) regarding editing/adding dropdown values.
|Open||The initial Status for a new unpaid Invoice.|
|Partial||The invoice is partially paid.|
|Paid||The invoice is paid in full.|
|Overdue||The invoice is not Paid and is past the due date.|
|New ||10%||These stages can be edited to reflect the company's process and terminology. See note below|
|Initial Discussion Held||30%|
|Closed Won||100%||The Opportunity is complete and the customer purchased.|
|Closed Lost||0%||The customer did not purchase|
--The Opportunity Sales stages can be configured to meet customer needs. Each Sales Stage should have a corresponding Probability. See this article (coming soon) regarding editing the stages/probabilities.
--Opportunities with a Probability between 1-99% will contribute to the "Open Opportunities" Dashboard chart.
This field represents where the Opportunity originated from. It is intended to track Marketing effectiveness. Flywheel provides a list of reasonable options, but each customer may edit this to fit their needs. See this article (coming soon) regarding editing/adding dropdown values.
|Draft||The Quote is being edited and has not been submitted to the customer|
|Active||The Quote has been shared with the customer.|
|Ordered||The Quote was accepted and has been submitted as an order.|
|Canceled||The Quote was canceled.|
Note: Only Active Quotes will contribute to the "Open Quotes" Dashboard chart
|Submitted||The initial Status for a new Order. Usually when the order has been placed but has not started processing.|
|Active||The order is actively being processed.|
|Completed||In Flywheel, this is the final stage of an Order. It can represent that the Invoice has been sent and/or the order is fulfilled.|
|Canceled||The order was canceled|
Note: Canceled orders will not contribute to the "Monthly Order History" chart. They are also excluded from the Account Plan totals.
|Pending||The receipt is pending.|
|Final||The receipt is final.|