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Webinar Recording
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Status Types Documentation
Sales Flow - Status Types
Copilot said: Status Types help your sales team quickly identify where each deal is in the sales process, ensuring the appropriate actions are taken at every stage. When configured correctly, Status Types also provide meaningful insights through dashboard reporting, giving your team greater visibility into sales performance and helping keep opportunities moving smoothly from prospect to delivery.
Course Description
Learn how to configure and manage Status Types to support your dealership’s sales process. This course explores how deal statuses drive workflows, customer communications, dashboard reporting, and sales performance tracking. You'll discover best practices for creating meaningful statuses, automating follow-up activities, and gaining greater visibility into your sales pipeline.
Learning Objectives
By the end of this course, learners will be able to:
- Explain the purpose of Status Types and their role in the sales lifecycle.
- Create, modify, organize, and deactivate Status Types to align with dealership sales processes.
- Apply best practices for maintaining accurate deal statuses and tracking deal progression.
- Configure Workplan Guides that trigger tasks and customer communications based on deal status changes.
- Use Status Types to automate follow-up workflows for sales, management, and business office teams.
- Customize dashboard pages and reporting criteria using Status Types to improve visibility into sales performance and pipeline activity.
- Analyze deal movement and identify sales bottlenecks using the Deal Status Report.
- Leverage Status Types to support meaningful reporting, coaching opportunities, and customer re-engagement strategies.
