Understand event statuses

When to use this

Use this guide when you are deciding how to classify an event, cleaning up the pipeline, or teaching teammates what each stage means.

The status flow at a glance

BloomBoard uses a controlled event lifecycle so your team can see which work is still early, which work is actively being priced, and which jobs are confirmed.

Status	Use it when	What it signals to the team
Lead	The opportunity is still early.	The job is real enough to track, but scope and commitment are still moving.
Proposal	You are preparing or sharing pricing.	The event is in active quoting or option review.
Tentative	The direction is becoming real but is not fully booked yet.	The team should treat it as likely work and keep details current.
Booked	The event is confirmed.	Operational planning should move forward with confidence.
Completed	The job has been delivered.	The event stays available for reporting and history.
Cancelled	The work is no longer moving ahead.	The record remains for history, but it should not drive active planning.

How to choose the right status

Start with Lead if the event exists mainly to hold early details.
Move to Proposal when pricing, options, or customer-facing documents are in motion.
Use Tentative when the event is becoming likely enough that the team should protect the date and keep planning aligned.
Move to Booked only when the event is actually confirmed.
Close the loop with Completed after delivery.
Use Cancelled instead of deleting the record when you need the history to remain visible.

What to watch closely

Keep the event date accurate while the event is still active in the pipeline.
Update status when the commercial reality changes, not just when someone asks for a quick internal label.
Review status before generating quotes or invoices so downstream work matches the true state of the job.

Status is a team communication tool, not just a field to fill in. If it is stale, quoting, planning, and reporting all become less reliable.