There are a few ways that an opportunities status can be changed.
From the Opportunity view there are several ways to change or assign a new status for selected opportunities.
- Click the [Assign Opportunity Status] button in the Work Area Panel quick access button group or
- Right lick the opportunity and selecting {Assign Opportunity Status}.
- Click the [ Advance to Enquiry] button in the Work Area Panel quick access button group - when advancing the opportunity to an enquiry and updating the status.
and by opening the Opportunity by double clicking on the grid entry
- From the Opportunity Summary view.
- From the Opportunity Edit view.
Assign an Opportunity Status
- Select {Opportunities}>{Opportunities}
- Click the entry or entries to update (use the the multiple selection tick boxes or select all tick box (in the work view header) if appropriate)
- Click [Assign Opportunity Status] - to open the drop down status selection.
- Click to select the new current status for the selected Opportunity(ies).
Bulk Update of the Opportunity Status
If you wish to undertake a bulk update, use the Search Panel filters to select the Status type to update.
- Use the Search Panel filter {Status} to select those opportunities you wish to update in bulk. Note that if necessary, change paging to display all the filtered opportunities.
- Tick the checkbox in the work area header to select all entries (all entries will be then highlighted).
- Use the [Assign Opportunity Status] button in the work view header quick button group OR right click a highlighted entry and select {Assign Opportunity Status} in the selection boxes.
- Select the new opportunity status to be applied.
Advance to an Enquiry and updating the Status
To update the status and advance the opportunity to an enquiry use the [Advance to Enquiry] button.
- Click [Advance to Enquiry] to open a drop down window
- {Change opportunity to this status} - click to select the new status to be applied to the opportunity
- {Create the following enquiry} click on relevant work area in the list to progressing the selected opportunity to an enquiry in the relevant work area. The available choices will depend on the work activities assigned to you.
Change the Opportunity Status via the Summary/Edit views
Refer to Exploring the Opportunity Summary view
Refer to Exploring the Opportunity Edit view
- Search for opportunities Referred to you to see if any new ones have come your way.
- Search for opportunities Referred by you to see the progress of your referrals.
- Update new opportunities from Pending to Ongoing so the referrer knows you are acting upon it.
- Add notes as appropriate.
- If the opportunity leads to a more advanced stage, then Create an Enquiry in the Work Area from the Opportunity view by selecting [Advance to Enquiry].
- This will also save you time as it will auto update the opportunity and inform the referrer.
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