An enquiry’s Status reflects its Stage — e.g., if the stage is “Residency started,” the status becomes “Closed (Won).”
Care Home Stages and Status
| Stage | Status |
|---|---|
| Pending (only for automated | Open |
| Contacted | Open |
| Visit booked | Open |
| Visit complete | Open |
| Assessment booked | Open |
| Assessment complete | Open |
| Contract sent | Open |
| Residency booked | Open |
| Residency started | Closed (Won) |
| No sale | Closed (Lost) |
Home Care Stages and Status
| Stage | Status |
|---|---|
| Pending (only for automated | Open |
| Contacted | Open |
| Assessment booked | Open |
| Assessment complete | Open |
| Contract sent | Open |
| Care package booked | Open |
| Care package started | Closed (Won) |
| No sale | Closed (Lost) |
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