Custom Statuses

Custom Statuses allow you to tailor the status options available for Leads and Deals to your specific business requirements. By defining custom status lists, you can create more accurate and meaningful workflows that reflect your organization's unique processes.

Adding Custom Statuses

Custom statuses are implemented using Form Script in Desk. Here's a step-by-step guide:

1. Navigate to Desk: Switch to Desk and navigate to CRM Form Script.
2. Select Doctype: Choose the Doctype (e.g., Lead or Deal). You'll be presented with a boilerplate code.
3. Apply To: Choose "Form".
4. Define Custom Status Lists: Create variables to store the desired status lists based on your business logic. Ensure that these statuses exist in the Lead/Deal Status master.
5. Conditionally Show Statuses: Conditionally return the appropriate status list based on the Lead/Deal's field values.

Example:

function setupForm({ doc }) {
  let statuses_for_product = ['Interest', 'Consideration', 'Evaluation', 'Purchase Decision', 'Negotiation', 'Won','Lost']
  let statuses_for_service = ['Consultation/Inquiry', 'Needs Assessment', 'Proposal/Quotation', 'Negotiation', 'Commitment', 'Won', 'Lost']

  let statuses = statuses_for_service
  if (doc.custom_type == "Product") {
    statuses = statuses_for_product
  }

  return {
    statuses: statuses
  }
}

Explanation:

• The setupForm function receives the current Lead/Deal document (doc) as input.
• It defines two status lists: statuses_for_product and statuses_for_service.
• Based on the value of the custom_type field, it selects the appropriate status list and returns it as the statuses property.

Result

Once you've defined your custom status lists, they will be displayed in the status dropdown on the Lead/Deal form. Users can select the relevant status based on the progress of the Lead/Deal.