Allow Modification or Removal of Standard “Status” Field in Opportunities
N
Nickolai Gacus
Currently, the Opportunities module includes both “Status” and “Stage” fields, which serve very similar purposes. Our team primarily relies on pipeline stages (e.g., Purgatory, Closed-Won, Closed-Lost, etc.) to track progress, making the default “Status” field redundant.
The main challenge is that the “Status” field is a locked standard field with predefined values (Open, Won, Lost, Abandoned), and it cannot be modified or removed. This creates confusion and inconsistency, especially since our custom stages already represent these outcomes more accurately and in greater detail.
Ideally, we would like the ability to:
Modify the default “Status” field values to align with our pipeline stages, or
Disable or remove the “Status” field entirely if it’s not needed
Having both fields active without customization creates duplication and can lead to misalignment in reporting and workflow logic. Allowing flexibility here would significantly improve clarity and usability within the Opportunities pipeline.
Log In
P
Pallavi Kothari
Merged in a post:
Custom Opportunity Stages
S
Shannon Lavenia
Currently there is only Open, Won, Lost and Abandoned. Need the ability to create custom Statuses such as Paused, Sold (instead of won), Canceled (when a contract is won but later canceled), etc. Our clients such as pool companies often have these statuses if the deal is in limbo, on hold for constructions requirements, etc.
M
Matthew Miller
I would really like to add in 'Churned'
The reason is, at the end of the lifecycle of a one client if we change the status to Char that would put that opportunity card inside of an off boarding pipeline, which would trigger a bunch of automations and get them off board it easier
Here are some workaround options that ChatGPT gave me, I don't like them really
Workaround options
- Use "Abandoned" as your churned equivalent: it's meant for deals that went cold/inactive, which is closer to a churned client than "Lost" (which implies they never converted).
- Create a custom field on opportunities (dropdown with "Churned" as a value), you can filter/report on it and trigger workflows from it.
- Use a pipeline stage called "Churned": keep the status as Won (preserving your win/loss reporting) but move the card to a Churned stage that triggers your n8n offboarding automation.