Understanding Opportunity Statuses: Won, Lost, and Abandoned
Opportunity statuses are crucial metrics in determining the health and progress of sales and business development efforts. "Won" signifies successful closure and achievement of the business goal, "Lost" indicates unsuccessful attempts where efforts didn't yield the desired result, and "Abandoned" represents opportunities that were halted or deprioritized before reaching a definitive outcome.
1. Start by navigating 'Deals' section to access 'Opportunities'.
2. Next, choose the desired opportunity card to change the status.
3. Drag and drop opportunity card to 'Lost' Status.
4. Select a reason from the drop down list why this contact is 'Lost'.
5. Then, confirm your action by clicking 'Confirm.'
6. To check if the status was changed, click this icon to view the conversation.
7. Status changed to 'Lost' is successful!
8. Repeat the process for the other statuses. Go to 'Deals' to access 'Opportunities'.
9. Drag and drop opportunity card to 'Abandoned' Status.
10. View status by clicking this conversation icon.
11. This lead's status is now 'Abandoned'.
12. Repeat the process for the other status. Go to 'Deals' to access 'Opportunities'.
13. Drag and drop opportunity card to 'Won' Status.
14. To view the status of this contact, click this icon to open conversation.