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Winning & Losing Opportunities

Keeping track of your Opportunities is crucial to the success of your sales pipeline – CRM lets you choose select from Status options Open, Won and Lost. When a new record is created, the default Status field value is Open.

There are a few ways that you can update the Status of your Opportunity records:

  • Via the Stage field: you can assign different Status options to apply to your Stage field so that when you update the Stage, the Status is automatically updated with a predetermined choice.
  • Via Kanban View: you can drag Opportunity records onto Remove, Lost or Won to automatically update the Status of a record. If you drag the record onto Lost, you will be prompted to select a Loss Reason and if you drag the record onto Remove, this will delete the record and you will be prompted to confirm the deletion.

Dragging an Opportunity in Kanban View to reveal Win/Lose options

 

 

 

 

 

 

 

 

 

 

 

 

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