Choose a target status, then check fields that must be populated to enter that status on Pitch Revenue (projects.html). Requirements are additive: moving to a later status also enforces every field required by earlier statuses in the pipeline (e.g. Qualified Lead rules still apply at Inspection Assigned). Edit inherited fields on the status where they were first added.

Leadership approval is a special toggle: checking it on a status means a deal can't move there until the salesperson's sales leader and each estimator's estimating leader approve it on the deal workspace (the submitter must enter a reason). It isn't a field to fill in — the deal stays on its prior status until approved.

Terminal statuses (Closed - Won, Closed - Lost, Plan for the Future, Not a Fit) are selected from the deal status dropdown like any other stage, but choosing one opens the disposition capture flow (win scopes / GC, lost or not-a-fit reason) instead of writing the status directly. They are not gated by the cumulative required-field rules above. Configure email notifications for those statuses on Status Notifications.