Modify Opportunity Statuses

The application comes with four predefined opportunity statuses: Lost, No Sale, Open, and Won. Follow these steps to add new statuses or modify the existing ones.

1. From the Setup and Maintenance work area open the Manage Sales Status task:

   • Offering: Sales

   • Functional Area: Opportunities

   • Show: All Tasks

   • Task: Manage Sales Status

2. Here's how to add a new status:

   1. Click Add (the plus sign icon).

   2. Enter a name without spaces in the Status Code field. The code doesn't display to users.

   3. Enter a display name in the Status field. This name displays in the opportunity pages in alphabetic order.

   4. Select the Active option.

   5. Select from one of the predefined values for Status Category.

3. You can modify an existing status by selecting its row.

4. Save your changes.