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7.3. The prospect status
RubiCRM provides 6 default prospect status options to get you started.
These are:
- Not Contacted
- Initial Interest
- Follow Up
- Meeting Booked
- Closed: Lost
- Closed: Won
You can update these existing options or create your own. Rubi System Admins can create a new prospect status by navigating to Main Menu > System > Lists and choosing the Prospect Status list.
For more information on system lists please navigate to the related article.
Please note all records start as having a prospect status of "Not Contacted". If you wish to change your starting status we advise updating this option rather than creating a new starting status.
You can amend the order of your Prospect Status options by amending the option in the system list using the amend icon
From there you can change the order. You must remember to change the order of each Prospect Status option starting from 0 to the number of options you have in your list.