Contact management: Opportunity status [guide]

Guide contents: Navigation | Opportunity status settings

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Menu > Admin > System setup > Contact management > Opportunity status

Opportunity status allows you to define the status of the opportunity. Typical settings are 'postponed', 'closed' or 'open'.

Opportunity status settings

Click on   to add a new row.

Status - Enter in status name.

Opportunity is active - Check whether the status is 'active' or 'not'. This is used for Opportunity forecast widgets & reporting purposes.

NOTE: To change the display order, simply drag and drop the order.

Click SAVE