Manage Opportunity Statuses

Opportunity statuses indicate where an opportunity is in your solicitation process. You can manage them in the following ways:

Note: An opportunity can only be assigned to one constituent. Therefore, changes to an opportunity's status only apply to that opportunity and the associated constituent.

For more information on opportunity statuses and states, see Opportunity statuses.

Change an opportunity's status

  1. Select the opportunity.

    • From a list of opportunities, select Change opportunity status from the opportunity's menu.

    • On the opportunity's record, select Change status at the top of the record or under Status.

    • On the constituent's record, under Opportunities, select Change status from the opportunity's menu.

  2. In the Status field, select where the opportunity is in your solicitation process. If you aren't sure, you can leave the status blank.

  3. Choose when the opportunity entered its current status.

  4. In the Comment field, enter any additional notes or information about the change.

  5. Select Save.

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

Tip: In database view, you can manage an opportunity's current status on the General tab of its proposal record. However, we recommend you manage an opportunity's status changes in the web view instead. For details why, see Proposal Status: Web or Database View?

Edit an Opportunity’s Status Start Date

You can edit the start date for an opportunity's status on the opportunity's record. To change the date:

  1. On the opportunity's record, under Status, select View status history.

  2. Select Edit this status.

  3. Adjust the date.

  4. Select Save.

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

Delete an Opportunity’s Status

To remove a previous status, such as if you inadvertently move an opportunity to the next stage, you can delete it from the opportunity's record. To delete a status:

  1. On the opportunity's record, under Status, select View status history.

  2. Select Delete this status.

  3. Select Delete.

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

Tip: Admins can set overdue thresholds and mark statuses as closed from Settings. For more information, see Configure opportunity statuses.