The difference between ClientPoint status and view status lies in who sets it and what it indicates:
ClientPoint Status
- What it is: A manually selected status that tracks the lifecycle or progress of a ClientPoint.
- Set by: The user building or managing the ClientPoint.
- Options:
- Pending: ClientPoint is active and awaiting action.
- Archive: For saved but inactive ClientPoints.
- Lost: Indicates the opportunity tied to this ClientPoint was unsuccessful.
- Trash: A discarded or deleted ClientPoint.
- Won: Automatically updated when a recipient signs the ClientPoint (if previously set to "Pending").
- Purpose: Helps users categorize ClientPoints based on their status in the sales or business process.
View Status
- What it is: An automatically updated status reflecting the recipient's interactions with the ClientPoint.
- Set by: ClientPoint system based on recipient actions.
- Options:
- Unsent: ClientPoint hasn’t been shared with the recipient yet.
- Sent: ClientPoint has been sent to the recipient but not yet interacted with.
- Viewed: Recipient has opened and viewed the ClientPoint.
- Signed: Recipient has signed the ClientPoint.
- Purpose: Tracks recipient engagement with the ClientPoint.
Key Differences
| Aspect | ClientPoint Status | View Status |
|---|---|---|
| Set by | User manually or auto-updated upon signing | Automatically by the system |
| Focus | Internal categorization or progress status | External recipient interactions |
| Options | Pending, Archive, Lost, Trash, Won | Unsent, Sent, Viewed, Signed |
This distinction ensures both the user’s workflow and recipient engagement are well-documented and trackable.