Opportunity Status - status other than Open, Won, Lost

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Why are Open, Won, and Lost the only status entries available? Why not include dead or closed (project/opportunity was simply never completed).

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razdynamics 17,308 User Group Leader on at

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RE: Opportunity Status - status other than Open, Won, Lost

Hi Kenneth, good question. A dead or closed project in world of sales would be classed as Lost, as no revenue was generated from the effort put into the opportunity. The Business intelligence from this will help drive the business to identify how resources are being spent and how to improve the sales process for their customers.

Remember that we can also have 'Status Reasons' we can add and customise to supplement when during when its open, and further status reasons to identify how it was won or lost.

Does this answer your question? Kindly Verify :)

Best Wishes, Raz

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Marius Agur Pedersen 1,771 on at

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RE: Opportunity Status - status other than Open, Won, Lost

This is by design. An opportunity is supposed to be a qualified lead, meaning there's no reason for it to be dead or just "closed", it's either won or lost.

The best way to get around this limitation is to utilize the "Lead" entity like it is intended, and only qualify the lead when you know it is an opportunity. If you don't "Win" an opportunity then it is "Lost", because you lost the opportunity. The Lost status can have additional Status Reasons, so you can add more of these as is applicable for your business. For exmaple, the Opportunity has status "Lost", and the Status Reason is "Dead" or just "Never completed".

I know this is kind of a frustrating answer, but if you take the time to read up on how Microsoft has intended these entities to be utilized then you will enjoy using the system much more. It really is a thought through solution, and the way the Sales entities work together is a big part of what makes it great.

Here's a link to documentation on how the sales entities are designed and how to utilize the full potential they have: msdn.microsoft.com/.../gg309396.aspx

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Community Member on at

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RE: Opportunity Status - status other than Open, Won, Lost

Thank you Raz CRM & Marius for your assistance.

I am flexible and can fully reason using the Lost status instead of Dead or any other status designation as it pertains to not generating revenue for the effort extended. However, I am also not sold on it not entering it as an opportunity if it isn't going to become a job. This is where we do budget quotes and positioning quotes. Those results will bring the status reason into play as the additional qualifier.

Thanks again guys.

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