Update Project Status

Docs/Projects/Update project status
Projects

Update project status

Project status reflects relationship progress.

Common stages include:

  • Target
  • Contacted
  • Replied
  • Negotiating
  • Approved
  • Rejected
  • Completed

Use status changes as soon as real movement happens. A project should not stay in Target after contact, approval, rejection, or completion.

Pipeline uses project status and completed deal activity to help move projects into the right column.