Opportunity Statuses - Won, Lost, and Abandoned | Aesthetix CRM

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Opportunity Statuses - Won, Lost, and Abandoned

Guide on How to Assign Opportunity Statuses

1. Select "Pipelines"

Select 'Pipelines'

2. Select Opportunities

Select Opportunities

3. Opportunity Tiles

Opportunity Tiles

4. Drag and Drop Opportunity Tile to the Assigned Status

Drag and Drop Opportunity Tile to the Assigned Status

Click to Check Status

Click to Check Status

Opportunity Status: Abandoned

Opportunity Status: Abandoned

5. Drag and Drop Opportunity Tile to the Assigned Status

Drag and Drop Opportunity Tile to the Assigned Status

Click to Check Status

Click to Check Status

Opportunity Status: Open

Opportunity Status: Open

6. Drag and Drop Opportunity Tile to the Assigned Status

Drag and Drop Opportunity Tile to the Assigned Status

Click to Check Status

Click to Check Status

Opportunity Status: Lost

Opportunity Status: Lost

7. Drag and Drop Opportunity Tile to the Assigned Status

Drag and Drop Opportunity Tile to the Assigned Status

Click to Check Status

Click to Check Status

Opportunity Status: Won

Opportunity Status: Won

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