custom "Opportunity State" option or show the "Reason" of the state?

I would like the Opportunity page to be more visually informative so at a glance we can see what state an Opportunity is truly important. The flow lines are OK but when you have two that look the same you still don't know which is the most important Opportunity.

Instead of being limited to Open, Won, Suspended, Abandoned and Lost I would like to be able to edit these states in the same way you can  edit the "Reasons" of these states so I can put a more meaningful "State" description in the box instead of just "Open".

Or just make it show the "Reason" of the state next to the state in the "Opportunity" list. Currently it shows "State" and then "Category" but no where does it show the "Reason" for the state.

As a side note when filtering the "Opportunities" and selecting "State" as the filter you can only choose the predefined states (Open, Won, Suspended, Abandoned and Lost) and not the "Reasons" which makes the "State" filter very limited in use and the "State Reason" not very relevant or usable.

Also we have two "Open" states with different "Reasons" but I am unable to select them with the change "State" option if the state is already set to "Open"? If I have two options of the same state surely I should be able to specify which "State" I require.

 

 

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Comments

11 comments
  • Absolutely agree. As opportunities mature, they will go through various stages of certainty, but until the cash is in the bank the opportunity is not really won. This area should be more flexible.

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  • Thanks for taking the time to provide this great feedback!

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  • Very needful feature! Basically the reasons are not relevant if one can create and choose statuses by itself. Same applies to project statuses. 

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  • Do you update once these "votes" get passed or declined? I would also like this feature, but it doesn't look like there has been any movement since last July.

     

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  • Hi Molly, this is a great question. 

    This post goes over what the process is for all the great ideas we receive through our Community. 

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  • Hi Lyla and Nora,

    Is this going to be changed and we will be able to edit the Opportunity State? when?

    Many thanks,

     

    Ruth

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  • Yes, the ability to edit Opportunity states and Project statuses is essential. Also, is there no way to link contacts to Opportunities when importing Opportunities from a CSV? Thanks!

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  • I agree this is absolutely essential.  Any update on whether this suggestion has been accepted, and will be incorporated into the system?  

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  • Yes we would like this feature also - it is essential to our business. We would like an Opportunity State to read 'revisit' when it has been suspended in the past..

    Can you advise if this in your development pipeline?

    Many thanks

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  • Definitely would like the ability to add new/custom states.

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  • Same here! Especially now with the redesign of Insightly: apparently setting an opportunity "Won" overrides the pipeline stages settings , so the possibility to set custom opportunities / statuses would be very handy! 

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