Add Opportunity State

Please addthis functionality as Lost, Won, Open, Abandoned are not enough for most businesses. This needs to be modifiable.

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15 comments
  • Agreed! Great suggestion Antonio.

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  • Yes please, I was surprised I couldnt add more states.

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  • The CRM system should allow us to add more opportunity states. Won, Lost, Suspended, Abandoned and Open are not enough.  There are projects we decide not to bid, so I would like to add a "not bidding" status.  Then if the customer comes back to us, at least we will know that we never priced the customer.

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  • Alternatively just renaming one of the existing states would work for us since we don't use them all.

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  • @ Insightly, please consider making the above change. This is a basic function.

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  • Agreed, this would be extremely useful to manage and report on opportunities. Presumably, quite an easy change to implement?

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  • Please make this a reality. Existing pick list is VERY limiting and not at all useful for strategic or analytical reporting. 

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  • Yes please add this feature.  

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  • Please add this feature.

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  • Please add this feature, it is important for strategic analysis in our industry. The current states do not work for us.

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  • Please add this feature. Does not work the way we need it to work. You should be able to at least hide the default ones. 

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  • @insightly dev team - can you please provide an update on this? This field should be able to be customised. 

    We would like a 'Concluded' state .

    Thanks

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  • I completely agree with all of the comments.  We need to be able to add an Opportunity State -- or at least rename one of the existing ones to meet our needs. Please make this change ASAP!

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  • I agree with the need to enhance this feature. It is quite limiting to have such basic choices for Opportunity States. The available options simply don't reflect how your (Insightly's) clients' businesses operate. The features and functionality need to align with business needs - not just a technical/product road map.

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  • Assuming nothing has changed on the ability to add or change an opportunity state? 

     

    Would be a very helpful thing to be able to do.....seems odd that we cant!

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