Article Last Modified: Wed, 3 Jul, 2024 at 11:09 AM

Overview

This guide explains how to update opportunity statuses in Scalendo and describes the four available status types for managing sales workflows effectively.

Understanding Opportunity Statuses

Open

• Actively pursued opportunities still in progress
• Represent viable potential deals not yet won, lost, or abandoned

Won

• Successfully converted opportunities resulting in sales
• Applied when leads complete purchases or sign contracts

Lost

• Unsuccessfully concluded deals
• Applied when leads decline or choose competitors

Abandoned

• Neglected opportunities with no planned follow-up
• Removed from active consideration

Note: "Opportunity status type and names cannot be changed or updated. You can only choose from the 4 opportunity status types."

Updating Opportunity Status

Option 1: Direct Status Update

1. Navigate to the "Automation" section from sidebar