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Opportunity Statuses

In this section, you can manage the list of opportunity statuses available for selection in the Opportunity module.

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  • Edit the view or create a new one in the View dropdown menu. For details, see the Classic views article.

  • Use the filters on the left to narrow down your search.

  • Click the Add button to add an opportunity status. For details, see the Add an opportunity status guide.

  • Click on a status to open its page. Click the Edit.png icon to open it in edit mode.

    To find out how to add a localized value, see the Add localized values guide.

  • To delete a status, click the Bin.png icon next to it.

  • Select one or several checkboxes in the left-hand column and click the Wheel_CP.png icon in the header to open a dropdown menu of available actions:

    • Select or deselect all statuses.

    • Activate or deactivate the selected statuses.

    • Mark or unmark the selected statuses as preferred.