Add opportunity health and status updates

Leverage the Status update field at the top of the opportunity Overview tab to provide a clear, concise update to your team about the current status, the next steps, and the overall health of the opportunity.

Overview

Plan availability: Essential/Advanced
Required user role: Manager/Contributor (see details)

Add a status update

Click Add.

Enter the updates and the next steps, select the corresponding value in the Deal state field, and click Confirm. The values in the Deal state field can be edited from the Administration page.

Enter new updates

To enter new updates and replace the old ones, click Add new. The previous Updates, Next steps and Deal state will be automatically displayed in the activity stream for the record (you need to select the Status and next steps option for that). 

Edit or delete the current status update

You can edit or delete the current status update by clicking the more options button and selecting Edit or Delete this update. If you delete the current update, the latest update before this one will appear again.

Customize Deal state values

Required user role: Manager with Business admin role

Go to the Administration page, in the Opportunity tab. Open the Core section and select Deal state. From here you can add, edit and remove values.

Display the current status update in the opportunity hub

You can display the Updates and Next steps as columns in the opportunity hub to quickly review this information for each opportunity.

Click the gear icon to open the Column settings tab.

Using the search bar, toggle on the Updates, Next steps, and Deal state columns, and position them where best suits you using drag and drop.

Export the current status update

Add the Updates and Next steps in the columns of the opportunity hub and click the Export button.

Select the kind of export you want to perform. See Export opportunities.

Visualize the status updates history

The history of the opportunity Updates, Next steps and Deal state fields can be found in the opportunity's activity stream.

Detailed user rights

All rights below are conditional on whether the initiative is public or private. If an initiative is private, the rights apply only to the users who have access to the initiative.

If you're a Manager, you can perform the following actions on all opportunities whether you own them or not (and whether you own the related initiative as well).