Managing Opportunity Status Types

This article explains how to Add, Edit or Delete Opportunity Status in Fortix Systems. Having Opportunity Status is useful to keep track of your opportunities. This will enable the business to manage the opportunity pipeline and focus resources on where the next step will lead to a sale.

Click the Matrix Menu Option and select the Picklist Menu. Click under the SALES heading. Opportunity Status.

The address bar link is: /?codelists&cl=wf_opportunity_statuses

Tha address bar link is /?codelists&cl=wf_opportunity_statuses

The page Picklists – Opportunity Statuses will open. Locate the Add New menu option on the right side in the OPPORTUNITY STATUSES heading bar.

The ADD NEW OPPORTUNITY STATUS Form will open.

Add a unique name for the new Opportunity Status. This should indicate how this opportunity is progressing towards being a sale or “closed” and choose a colour from the colour picker for this Status Type.

Click SAVE.

The ADD NEW OPPORTUNITY STATUS Form will open.

Decide the position “order” in the drop-down list this type would show in.
Decide if this is a default Opportunity status.
If this is the last status in the opportunity life cycle then the Closing Status should be – “Yes”
Documents In and Document Out allow for automatically adding Tags and Documents that are added when the opportunity is changed to this status. Click the down arrow and tick the boxes to add selection to the list.

Enter the % Probability of this opportunity being successful when this is the status.
The Process In and Process Out assist with the “Next step” in the opportunity life cycle and could be automated.
Click the down arrow to select Form In option. This is a form that will be activated when the Opportunity Status is selected.
By clicking the pencil this Form can be edited.

Click SAVE when done.