Manage opportunity statuses
Opportunity statuses indicate where an opportunity is in your solicitation process. You can manage them in the following ways, described below:
For more information on opportunity statuses and states, see Opportunity statuses.
Change an opportunity's status
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.
In the Status field, select where the opportunity is in your solicitation process. If you aren't sure, you can leave the status blank.
Choose when the opportunity entered its current status.
In the Comment field, enter any additional notes or information about the change.
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:
On the opportunity's record, under Status, select View status history.
Select Edit this status.
Adjust the date.
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:
On the opportunity's record, under Status, select View status history.
Select Delete this status.
Select Delete.
Tip: Don’t see this option? Contact your system admin for rights to make this type of change.
Configure opportunity statuses
Admins only! To alert fundraisers when an opportunity has a status for too long, admins can set how long an opportunity can remain in each status and mark statuses as closed.
Under Opportunities on a constituent's record, select Settings.
Configure each status of your solicitation process.
For statuses that indicate the end of an opportunity's lifecycle, such as Complete or Deferred, select Means "Closed".
Under Days until warning, enter how many days an opportunity can remain in each status before it’s overdue.
Select Save.
Tip: You can set up and manage the available opportunity statuses from Proposal Status in Tables. For more information, see Tables.