Documentation

Enrout Ops

Guides for dispatchers and operators — setup, workflows, and daily operations.

Lifecycle

Lead and load stages explained

Every record is either a lead (still in the sales pipeline) or a load (operational freight). The stage shows exactly where it sits and what to do next.

Lead stages

Stage	What it means
Discovered	Load found or identified
Email Initiated	Initial interest email sent
Negotiation	Rate or terms being negotiated
Rejected	Lead declined or lost
Approved	Load verbally or formally approved
Agreement Pending	Rate confirmation awaiting signature

Promote to Load is available at Approved or Agreement Pending. After promotion the record becomes a load at Docs Pending.

Load stages

Stage	Typical next step
Docs Pending	Upload rate confirmation, BOL, customs documents
Border Approval	Complete border crossing paperwork
Ready to Assign	Assign a driver
Pickup Scheduled	Confirm pickup window with driver
At Pickup	Driver at pickup location
In Transit	Freight en route to delivery
Delivery Scheduled	Confirm delivery window
At Delivery	Driver at delivery location
Delivered	Freight delivered
Cancelled	Load cancelled
Closed	Load complete and settled

When can you assign a driver?

From the Assign Load page, loads must be at one of these stages:

Docs Pending
Border Approval
Ready to Assign

The load must have no driver yet, and the pickup must not be in the past.

Creating a lead

When you create a lead, choose the stage it is at today. Earlier stages auto-complete. Bella resumes automation from your selection. Driver assignment happens later — not during lead creation.

Creating a load directly

Skips the lead pipeline. The load enters operational flow ready for documents and dispatch.

Load and lead IDs

Type	Format
Lead	LEAD-XXXXXX
Load	LOAD-XXXXXX

XXXXXX is the last six characters of the record ID — use it when searching or referencing loads with your team.