Opportunity state

Hi,

 

I would like to add / change the Opportunity states (besides Abandon, Open, Lost and Won) I would like to add a new one. How can I do this? Thank you for the swift reply.

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Comments

14 comments
  • Hello Joris, thank you for your post! 

    While it's not possible to change the state specifically, you can change the reasons associated with the states. 

    To do so, go to System Settings > Opportunity States. 

    I hope this helps!

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  • Hello Jessica,

    thank you for your quick answer. So we have to work with Open, Abandoned, Suspended, Lost and Won.

    thanks again.

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  • @Joris - That is correct! 

    Happy to help! :) 

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  • I need to be able to edit the Opportunity State...  Is this planned in the roadmap? If so, when for release, if not can it be added?

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  • @Carl - We don't have any current plans for this, so I'm not able to offer any information as to a time frame at this time. 

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  • Hi,

    For me, this is a very important fonction for the management and the analysis of the opportunities. Cordially, Daniel

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  • Hello, is it possible to change the state back to OPEN, once it has been assigned one of the states?

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  • Never mind.  I just realized it toggles the state between "WON" and "OPEN" when choosing the state.  This was confusing as I was expecting to see all five states (OPEN, WON, LOST, ABANDONED, SUSPENDED).

    Thanks.

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  • Thanks for letting us know you found a solution @Rolando!

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  • Sure thing.

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  • It seems there are a lot of things that you'd assume would be simple to do (like add an opportunity state), or PRINT a record, but Insightly doesn't have plans to implement. I wish they would listen to their customer base a bit more... 

     

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  • I agree with the others. It would be extremely helpful to be able to customize/add opportunity states. Maybe something you can look into for the next releases? 

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  • I agree with this thread. Why is it not possible to add a new state? It seems like if you are going to empower your users to customize the State Reasons it would only be logical to empower them to customize their states. 

    Makes 0 sense. 

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  • Hello Everyone,

    Thanks for all the feedback regarding this topic!

    I did find a post requesting this feature in a future update to Insightly in our Ideas & Suggestions page.

    You can find the post here

    If you all have the time I suggest adding your comments to the main post and up-voting the request by selecting the little heart at the top left of the Title. In general, the more activity a request receives, the more likely it is to be considered for implementation.

    Thank you, everyone, for your time and patience! 

     

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