How To Change Your Opportunity Statues

How To Update Your Opportunity Statues

In some cases you are able to update your Op statues. In this short guide we will go over exactly how to do that and the statues you are able to change to. 

Video Guide:




When you are reviewing an Op you created or received you are able to update the statues to indicate the progress of the opportunity in question. To do this follow the below steps. 

1. Navigate to "My Ops" and find the Op you wish to update the status of. 



2. When inside this Op's "detail view" navigate over to the Status section and click or tap the drop down arrow. Doing so will show the available status you can select.    






3. Once you select one the opportunity will update as needed. For example, selecting on hold will turn the detail view border red indicating this change.  This applies to both the creator's view and the receiver's view as well. 

Note that both the creator of the Op and the receiver will be able to select these status changes. 

If you want to learn what each and every status means, refer to this article



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