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Managing Opportunity Stages

How to Manage Your Opportunity Stages

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Written by Alex Timbs
Updated over 2 years ago

In order to view your list of current and historical opportunities, click the Opportunities tab at the top right of the screen. You will then be presented with your list of All, Active, Won, On Hold, Lost, and Deleted (Trash) opportunities via tabs on the left sidebar.]

To manage an opportunity stage, click the opportunity name on the left sidebar. Then, on the top right of the page, you’ll see a status that shows what stage the opportunity is in (ex: Active). To change the stage of the opportunity, click on the Active button and select which stage is applicable.

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