Allow edit of some Opportunity Standard Fields
B
Brady Bell
With the new custom opportunity fields we can now see the standard opportunity field, but they non-editable. I'd like the ability to edit a few, specifically the "Status" field. Similar to how we can edit the "Contact Type" standard field. It would be very helpful if we could edit this field and change the names of the statuses. It would let us customize this feature to fit our individual clients needs. For example we could change Won to Closed, or Abandoned to Nurture.
Log In
P
Pallavi Kothari
Merged in a post:
Add custom opportunity statuses
R
Rebecca Gonzales
I'd like to be able to add opportunity statuses besides the basic Won, Lost, Abandoned, and Open. It would be useful to have "in progress" or "disqualified" in there, as well.
M
Moving Client
I'd like to be able to add a status like Unqualified.
P
Philip Fairley
yes, this has forced us to use a custom form. That is not a great user experience.
R
Rich Ribeiro
Totally agree! No reason why we should be stuck to just 3 stages. Custom statuses please.
Also check out this idea for opportunities:
G
Gabrielle Rosas
So why are they called "custom fields" when they can't be customized?
🙄Fix this, please.
P
Pallavi Kothari
Merged in a post:
âś… Ability to add custom opportunity status
I
Iver Aune
Right now we have 4 statuses. Open, won, abonded and lost.
Some of our clients generate leads for their customers. (Multi branch businesses, etc.)
In that case, the opportunity is neither open, won, abonded or lost.
It would be great to have a status called "Forwarded" or something like that.
But to add a custom status would be great.
L
Ludvik Sagen
We need this bigtime
P
Pallavi Kothari
Merged in a post:
Allow custom Opportunity Statuses
M
Mark Konior
Please allow us to define custom opportunity statuses
P
Pallavi Kothari
Merged in a post:
Custom Opportunities status other than Open, Won, Lost, Abandon
g
gus@nkpmedical.com
Hello is there a way to add more options under the status in our Opportunities section, I currently see Open, Won, Lost Abandon as status and would like to be able to add custom options like "follow up"
HIGHLVL-I-4560
P
Pallavi Kothari
Merged in a post:
Modify Opportunities Status
M
Marshall Gilliam
Right now we are limited to Open, Won, Lost, Abandoned - and can't add, rename, or modify this list. It would be beneficial to modify this list on our own, add statuses to customize, etc...
HIGHLVL-I-1096
Load More
→