Intro Overview:

An effective sales pipeline mirrors the current state of each opportunity, adapting as deals advance, pause, or wrap up. Keeping the status of these deals updated in Surplus Systems is key to maintaining focused and successful sales activities. This guide provides straightforward instructions for changing the status of an opportunity, allowing for precise tracking and better decision-making.

1. Click "Deals"

Navigate to the Deals section.

2. After locating the opportunity, click on the card.

This will open the details in a new window.

3. Current Status of the opportunity

4. Click "Lost"

To mark the opportunity as 'Lost'.

5. Click "Won"

To mark the opportunity as 'Won'.

6. Click "Abandon"

To mark the opportunity as 'Abandon'.

7. Click "Update"

This will save the changes.

8. Click here to close the window

This guide detailed the steps to modify the status of an Opportunity in Surplus Systems, facilitating smooth status changes for enhanced monitoring and management of sales leads.