Can you modify Opportunity status options?

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Posted on by houstonbrooke

I would like to add a status option to the existing won, lost and open opportunity statuses. Is there a way to do that or is this set in stone? I've learned how to change Status Reason, but I need to add a status called Potential, so that doesn't really fit in one of the existing categories.

Thanks!

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jlattimer 24,562 on at

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Unfortunately the Status (or StateCode) of an entity is locked down to the system values so you'd have to work your new value into one of the Status Reasons that correspond to one of the existing States.

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CRMInnovation.com on at

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We have run into similar situations. On closer examination of the business process, something like Potential is a Status Reason ie subset of open. We just adjust the advanced find views to either include or exclude these types of open opportunities as it makes best sense for the client

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houstonbrooke on at

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That's a good idea Jerry. Thanks!

Thanks for confirming it Jason. I'll set up a view to get what we need.

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