Creating Opportunity Statuses

Creating opportunity statuses allow you to customize statuses for your lead Opportunities. By default aNinja has 3 opportunity statuses enabled: Active, Won, and Lost. You can create your own opportunity statuses.

Creating opportunity statuses

  • Here, choose the Add opportunity status

Creating Opportunity Statuses

  • Then, Name the status and set the Confidence rate.

Creating Opportunity Statuses

  • Lastly, 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.
  • And make the changes
  • Lastly, don’t forget to save it.

Deleting Opportunity Status

From inside the edit section, just click on the recycle bin. Afterward, the system will delete it.