SOLVED

Deal Status

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Occasional Contributor

I must me missing something, where do you change the deal "Status?" There is not a field for Status under Deal Details.

3 Replies
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Best Response confirmed by Kanjie Wang Wang (Microsoft)
Solution

Hi Tim,

 

We can edit the Status under Deal Details: in the Deal Details page> click Stage> edit there.

 

001.PNG002.PNG

 

In this way, the Status will vary with Stage.

 

If I am off your way, please feel free to reach me.

 

Regards,

Shuman

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Got it... thanks
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Deal Stage for Open Deals needs more steps than just "In-progress". The stages or steps need to be customizable so that different industries and salespeople can organize their deal pipelines for their particular sales process.

 

For example, we are a commercial real estate company and our "Open Deals" follow these successive stages:

 

Suspect Prospect

Showing Spaces

Proposal/LOI

Lease/Escrow

 

So, we need to make the deal status for each open deal one of these 4 stages. Then we can sort and organize the many, many deals we have in process.

 

Thank you.