Configure Opportunity Statuses

Map Opportunity Statuses to a Lifecycle Stage

Configure opportunity statuses from Settings, Records, Opportunity status. For each status, map it to a lifecycle stage, indicate how to count the status, and set how many days it can remain in that status before it's overdue.

1. From Settings, Records, select Opportunity status.

2. For each status, select its Lifecycle stage — Identification, Qualification, Cultivation, Solicitation, Negotiation, Stewardship, or Completed.

3. Select how to Count status as — Open, Closed, Closed - Success, Closed - Deferred, or Closed - Declined.

4. For open statuses, enter Days until overdue. This option isn't available for closed statuses.

5. To review your mappings before you save, select Review.

6. Select Save.

Note: You must map every opportunity status to a lifecycle stage before you can save.

Tip: Don’t see this option? Contact your system admin for rights to make this type of change.