Help CenterSales Pipeline

Statuses & the pipeline

What each status means and how changes are tracked.

Bookings and events move through a shared status ladder:

StatusMeaning
ProspectEarly conversation — space not held.
TentativeSpace is held, not yet contracted.
DefiniteContracted / confirmed business.
PendingAwaiting a decision (used by Direct Book requests).
LostThe business went away — always with a reason.
ClosedThe event happened and is fully settled.

Status colors

Statuses are color-coded consistently everywhere — badges, the calendar, and reports — so a glance tells you how firm the business is.

History & audit

Every status change writes a status history entry and an activity log line (who, when, from → to). Click Show Status History on any event or booking to see its journey.

Last updated 2026-07-25