Opportunity Statuses

Introduction

Path: Admin > CRM > Opportunity Statuses

An opportunity status is an analytical status given to an opportunity that can be pursued to a closure. A salesperson can track an opportunity status and determine at what stage an opportunity is to take further action. The Opportunities Statuses page maintains a list of opportunity statuses. Once you create an opportunity status with this page, it will appear under Service Desk > CRM > Opportunities > New > Status dropdown. You can see existing opportunity statuses in the Opportunity Statuses page. This page is also called Opportunity Statuses listing page.


Searching for an opportunity status

You can search for an opportunity status using the Name search criterion.

  1. Navigate to Admin > CRM > Opportunity Statuses. The Opportunity Statuses page opens.

  2. Name: Enter the name or the first few letters of the name of the opportunity status that you wish to search for.

  3. Click Search. The search results will be displayed. To clear the search results, click Clear Search.

Creating an opportunity status

  1. Navigate to Admin > CRM > Opportunity Statuses. The Opportunity Statuses page opens.

  2. Click New. The New Opportunity Status page opens.

  3. Name: Enter an appropriate name for the opportunity status.

  4. Base Status: Select an appropriate base status from the dropdown.

  5. Probability: This is the percentage of probability. Enter a number from 0 to 100 which can serve as a percentage of probability.

  6. Is Active: By default, Yes is selected. If you want to make the opportunity status inactive at the moment, select No.

  7. Include in Pipeline: By default, Yes is selected. If Yes is selected, this means that this opportunity status will be reflected in the Pipeline Manager section of the CRM Dashboard. If you do not want to include this opportunity status in the Pipeline Manager section of the CRM Dashboard, select No.

  8. Description: Enter a brief description.

  9. Click Save. The opportunity status is saved. If you want to add another opportunity status right after this, click Save and Add New. If you want to cancel everything that you have entered and/or selected so far, click Cancel. Clicking Cancel will take you to the Opportunity Statuses listing page. To refresh the page, click Refresh on the top.

Editing an opportunity status

  1. Navigate to Admin > CRM > Opportunity Statuses. The Opportunity Statuses page opens.

  2. Click the opportunity status that you want to edit. The Opportunity Statuses page opens in edit mode.

  3. Make changes wherever you want.

  4. Click Save. If you want to add another opportunity status right after this, click Save and Add New. If you want to cancel everything that you have entered and/or selected so far, click Cancel. Clicking Cancel will take you to the Opportunity Statuses listing page.

Deleting an opportunity status

  1. Navigate to Admin > CRM > Opportunity Statuses. The Opportunity Statuses page opens.

  2. Click the opportunity status that you want to delete. The Opportunity Statuses page opens in edit mode.

  3. Click Delete on the top. BMS asks for confirmation.

  4. Click Yes. The opportunity status is deleted.

Saving a customized view

The grid that you see beyond the search area shows the default view; however, you can customize a view and save it. You can then click the saved view and the grid will show the customized view with selected columns.

  1. Navigate to Admin > CRM > Opportunity Statuses. The Opportunity Statuses page opens.

  2. Click the Column Chooser (open book) icon which is next to the settings icon. The Column Chooser window opens.

  3. By default, all available columns on the left are available under the Displayed Columns section. If you want to change this setting, select as many columns from the right and click the left arrow or just slide them to the left.

  4. Click Save. The rearranged columns will now appear in the grid.

  5. Click the sprocket (settings) icon and then click Save As.

  6. Enter a name for your customized view.

  7. Public: Click Yes or No according to your choice. If you select Yes, the view will be made public. If you select No, the view will be made private.

  8. Default: Click Yes or No according to your choice. If you select Yes, the view will be made the default view. If you select No, the view will not be made the default view.

  9. Click Save. You will now see that the name of the view has been added to the Views dropdown.

Sharing a customized view

You can share your custom view with others. Once you create a custom view, other options will appear as dropdown in the settings icon.

  1. Navigate to Admin > CRM > Opportunity Statuses. The Opportunity Statuses page opens.

  2. Select the view from the view dropdown.

  3. Click Share. The Share View window opens. You will see two tabs - Queues and Employees. The Queues tab is open by default. You can use one of the tabs or both the tabs.

  4. Queue: Select a queue from the dropdown and click Add. The queue is added to the list below.

  5. Click to select the relevant checkboxes.

  6. Click Save.

  7. If you wish to share the view with certain employees, go to the Employee tab.

  8. Employee: Enter the first few letters of the employee. The employee name appears.

  9. Click Add. The employee name is added to the list below.

  10. Click to select the relevant checkboxes.

  11. Click Save. The customized view is shared with the selected employee. If you want to cancel everything that you have entered and/or selected so far, click Cancel. Clicking Cancel will take you to the Opportunity Statuses listing page.

Exporting the grid

You can export the grid as an Excel file. The grid might contain several pages in some cases depending on the number of opportunity statuses that you have created. You can export the current page or all the pages together as an Excel file.

  1. Navigate to Admin > CRM > Opportunity Statuses. The Opportunity Statuses page opens.

  2. Click Export > Current Page or All Pages.

  3. In the Save As window, enter an appropriate file name.

  4. Click Save. You will see a downloaded Excel file at the top right corner of your browser. This file contains tabular data from the grid.