Creating Opportunity Statuses
Opportunity statuses allow you to customize statuses for your lead Opportunities.
By default aNinja has 3 opportunity statuses enabled: Active, Won, Lost.
Creating opportunity status
- Choose the Add opportunity status
- Name the status and set the Confidence rate.
- Don’t forget to Save the new opportunity to be able to use it in the lead view.
Editing Opportunity Status
Click on the edit pen next to the opportunity name.
Deleting Opportunity Status
From inside the edit section, just click on the recycle bin.