Opportunity Statuses

Admin > CRM > Opportunity Statuses

The CRM Account Types page maintains a status list for opportunities.

Creating Opportunity Statuses

1. Select the Admin > CRM > Opportunity Statuses page.
2. Click New.
3. Enter the following fields.
   • Name
   • Base Status
   • Probability
   • Is Active - Yes or No
   • Include in Pipeline - Yes or No
   • Description