Lead - new order created, you need to price it and send the quote to the customer with the contract.
Quote - automated status when the quote was sent, however the customer didn't accept it yet. You can follow up with your customer, change the price, and resend the offer.
New - changes automatically when the customer accepts the quote. You can change it to New manually if you agreed with the customer over the phone.
Assigned - the job was dispatched to a carrier.
Pending - you made a deal with the customer, but there is something you are waiting for him to confirm in order to start looking for a carrier.
Lost - you didn't close the deal and the customer didn't accept the quote and was not interested.
Customer Cancelled - You had an agreement with the customer, but he canceled the shipment
When you create a new Order in your account, the status will be assigned to the order automatically.
In MY>settings you can set up the default status.
If you are getting leads from the lead provided we would recommend setting in up to Lead.
If you work with repeat customers, and they send you everything that is ready to be shipped, you don't have to send them a contract or offer, set up the default status to New.
You can change the status manually any time.
