This article explains the three status fields that appear on a client record: the Lead status pill at the top of the page, the Credit Status in the Credit section, and the NOA status in the Credit section.
The Lead status pill appears at the top of every client record next to the client name. It tracks the relationship stage with the client — from initial outreach through active customer.
View-only: Reps cannot edit lead status. If a status needs to change, submit a help desk ticket.
Lead status | What it means |
New lead | The client has just been added; no outreach has happened yet |
Prospect | A potential client identified but not yet engaged |
Contacted | Initial outreach has been made |
Attempt unsuccessful | An outreach attempt was made but didn't connect |
Contact in future | The client isn't ready now; revisit later |
In negotiation | Active discussions are underway |
Qualified | The client meets the criteria to move forward |
Unqualified | The client doesn't meet the criteria to move forward |
Customer | The client is an active customer with whom we are booking shipments |
On hold | Engagement is paused for a defined reason |
Lost | The client opportunity is closed and not moving forward |
Credit Status appears in the Credit section of the General tab. It tracks where the client's credit application stands with the Accounting Team.
View-only: Reps cannot edit credit status. If a status needs to change, submit a help desk ticket. See Reading a client's credit panel and NOA status.
Credit Status | What it means | Can you book? |
Pending review | Application submitted, awaiting Accounting review | No — wait for approval |
Needs review | Accounting has flagged the record for re-review | No — submit a help desk ticket to find out what's needed |
Approved | Accounting has approved the client for credit up to the limit | Yes — provided NOA is Active and balance + new shipment ≤ limit |
Declined | Accounting has declined the client for credit | No — a prepayment option may be available; contact Accounting |
NOA status appears in the Credit section of the General tab. The NOA (Notice of Assignment) is the document the client must confirm before any loads can be processed or carrier payments released. NOA status tracks where that document is in the workflow.
View-only: Reps cannot edit NOA status. If a status needs to change, submit a help desk ticket.
NOA status | What it means |
Not sent | NOA has not yet been issued to the client |
Requested | NOA has been requested internally but not yet sent |
Placed | NOA placement is in progress (verify exact meaning) |
Sent | NOA has been sent to the client but not yet confirmed |
Active | Client has confirmed the NOA — loads can now be processed and carrier payments released |
Important — only Active means you can book: A status of Sent is not sufficient. Until the NOA reaches Active, no loads can be processed and no carrier payments can be released for this client.
You need all three to be true:
Lead status is Customer
Credit Status is Approved
NOA status is Active
If any of these fail, do not book — escalate through the help desk.