Understanding the different opportunity statuses and how to update them empowers users to manage their sales workflow efficiently and maximize conversion rates.
4 min read864 words11 explained imagesUpdated Wed, 3 Jul, 2024 at 11:09 AM
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Understanding the different opportunity statuses and how to update them empowers users to manage their sales workflow efficiently and maximize conversion rates. This comprehensive guide will walk you through the process of updating opportunity statuses in GHL Customer Care while also covering the differences between the various statuses and how to leverage them effectively.
Opportunities with the "Open" status are actively being pursued and are still in progress.
These opportunities represent potential deals that have not yet been won, lost, or abandoned and are still viable for conversion.
Won
The "Won" status indicates that the opportunity has been successfully converted into a sale or deal.
This status is applied when the lead has made a purchase or signed a contract, resulting in revenue generation for the business.
Lost
Opportunities with the "Lost" status represent deals that have been unsuccessfully concluded.
This status is applied when the lead decides not to move forward with the purchase or chooses a competitor's offering.
Abandoned
The "Abandoned" status indicates that the opportunity has been neglected or disregarded, either by the lead or by the sales team.
This status is applied when there is no further action or follow-up planned for the opportunity, and it is effectively removed from active consideration.
Note: Opportunity status type and names cannot be changed or updated. You can only choose from the 4 opportunity status types.
Updating Opportunity Status
There are a few different ways to update the status of your opportunities:
Option 1: Clicking directly into the opportunity and update the status
1. Navigate to the Opportunities Section
Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.
1. Navigate to the Opportunities Section (image 1 of 11)What this shows Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.What this showsIllustrates the "1. Navigate to the Opportunities Section" section of "Editing Opportunities Status".This screenshot appears in the "1. Navigate to the Opportunities Section" section of "Editing Opportunities Status". The text alongside this image reads: Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu. Immediately after, the guide continues: Once you're in the Opportunities section, locate the opportunity whose status you wish to update. You can use search filters or browse through the list of opportunities to find the specific one you need to modify.Image 1 of 11Where to goLog in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.Next stepOnce you're in the Opportunities section, locate the opportunity whose status you wish to update. You can use search filters or browse through the list of opportunities to find the specific one you need to modify.
2. Locate and Open the Opportunity You Need to Edit
Once you're in the Opportunities section, locate the opportunity whose status you wish to update. You can use search filters or browse through the list of opportunities to find the specific one you need to modify.
Click on the opportunity card to open its details page. Alternatively, you can click on the "Edit" button next to the opportunity to access its details.
2. Locate and Open the Opportunity You Need to Edit (image 2 of 11)What this shows Click on the opportunity card to open its details page.What this showsIllustrates the "2. Locate and Open the Opportunity You Need to Edit" section of "Editing Opportunities Status".This screenshot appears in the "2. Locate and Open the Opportunity You Need to Edit" section of "Editing Opportunities Status". The text alongside this image reads: Click on the opportunity card to open its details page. Alternatively, you can click on the "Edit" button next to the opportunity to access its details. Immediately after, the guide continues: In the opportunity details page, locate the status field, which typically displays the current status of the opportunity. Click on the status field to open the dropdown menu and select the desired status from the available options (Open….Image 2 of 11What to clickClick on the opportunity card to open its details page. Alternatively, you can click on the "Edit" button next to the opportunity to access its details.Next stepIn the opportunity details page, locate the status field, which typically displays the current status of the opportunity. Click on the status field to open the dropdown menu and select the desired status from the available options (Open, Won, Lost, or Abandoned). Confirm the status change, and the opportunity will be updated accordingly in the sales pipeline.
3. Update the Status Field in the Opportunity
In the opportunity details page, locate the status field, which typically displays the current status of the opportunity. Click on the status field to open the dropdown menu and select the desired status from the available options (Open, Won, Lost, or Abandoned). Confirm the status change, and the opportunity will be updated accordingly in the sales pipeline.
3. Update the Status Field in the Opportunity (image 3 of 11)What this shows In the opportunity details page, locate the status field, which typically displays the current status of the opportunity.What this showsIllustrates the "3. Update the Status Field in the Opportunity" section of "Editing Opportunities Status".This screenshot appears in the "3. Update the Status Field in the Opportunity" section of "Editing Opportunities Status". The text alongside this image reads: In the opportunity details page, locate the status field, which typically displays the current status of the opportunity. Click on the status field to open the dropdown menu and select the desired status from the available options (Open, Won, Lost, or Abandoned). Confirm the status change, and the…. Immediately after, the guide continues: Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.Image 3 of 11What to chooseIn the opportunity details page, locate the status field, which typically displays the current status of the opportunity. Click on the status field to open the dropdown menu and select the desired status from the available options (Open, Won, Lost, or Abandoned). Confirm the status change, and the opportunity will be updated accordingly in the sales pipeline.Next stepLog in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.
Option 2: Dragging and dropping the opportunity into the proper status
1. Navigate to the Opportunities Section
Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.
1. Navigate to the Opportunities Section (image 4 of 11)What this shows Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.What this showsIllustrates the "1. Navigate to the Opportunities Section" section of "Editing Opportunities Status".This screenshot appears in the "1. Navigate to the Opportunities Section" section of "Editing Opportunities Status". The text alongside this image reads: Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu. Immediately after, the guide continues: Once you're in the Opportunities section, locate the opportunity whose status you wish to update. You can use search filters or browse through the list of opportunities to find the specific one you need to modify.Image 4 of 11Where to goLog in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.Next stepOnce you're in the Opportunities section, locate the opportunity whose status you wish to update. You can use search filters or browse through the list of opportunities to find the specific one you need to modify.
2. Locate the Opportunity You Need to Edit
Once you're in the Opportunities section, locate the opportunity whose status you wish to update. You can use search filters or browse through the list of opportunities to find the specific one you need to modify.
2. Locate the Opportunity You Need to Edit (image 5 of 11)What this shows Once you're in the Opportunities section, locate the opportunity whose status you wish to update.What this showsIllustrates the "2. Locate the Opportunity You Need to Edit" section of "Editing Opportunities Status".This screenshot appears in the "2. Locate the Opportunity You Need to Edit" section of "Editing Opportunities Status". The text alongside this image reads: Once you're in the Opportunities section, locate the opportunity whose status you wish to update. You can use search filters or browse through the list of opportunities to find the specific one you need to modify. Immediately after, the guide continues: Drag the opportunity card to the right status which appears as soon as the card is dragged. Drop it on the status which you want to update the card to. The status of the card will be updated and will reflect on the card.Image 5 of 11What this coversOnce you're in the Opportunities section, locate the opportunity whose status you wish to update. You can use search filters or browse through the list of opportunities to find the specific one you need to modify.Next stepDrag the opportunity card to the right status which appears as soon as the card is dragged. Drop it on the status which you want to update the card to. The status of the card will be updated and will reflect on the card.
3. Drag and Drop Opportunity
Drag the opportunity card to the right status which appears as soon as the card is dragged. Drop it on the status which you want to update the card to. The status of the card will be updated and will reflect on the card.
3. Drag and Drop Opportunity (image 6 of 11)What this shows Drag the opportunity card to the right status which appears as soon as the card is dragged.What this showsIllustrates the "3. Drag and Drop Opportunity" section of "Editing Opportunities Status".This screenshot appears in the "3. Drag and Drop Opportunity" section of "Editing Opportunities Status". The text alongside this image reads: Drag the opportunity card to the right status which appears as soon as the card is dragged. Drop it on the status which you want to update the card to. The status of the card will be updated and will reflect on the card. Immediately after, the guide continues: Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.Image 6 of 11What this coversDrag the opportunity card to the right status which appears as soon as the card is dragged. Drop it on the status which you want to update the card to. The status of the card will be updated and will reflect on the card.Next stepLog in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.
Option 3: Updating the status using workflows
1. Navigate to the Automation Section
Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.
1. Navigate to the Automation Section (image 7 of 11)What this shows Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.What this showsIllustrates the "1. Navigate to the Automation Section" section of "Editing Opportunities Status".This screenshot appears in the "1. Navigate to the Automation Section" section of "Editing Opportunities Status". The text alongside this image reads: Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu. Immediately after, the guide continues: If you already have a workflow created for your opportunities, or a workflow that manages leads and contacts that you would like to use when updating the statuses of your opportunities, find that workflow and open it.Image 7 of 11Where to goLog in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu.Next stepIf you already have a workflow created for your opportunities, or a workflow that manages leads and contacts that you would like to use when updating the statuses of your opportunities, find that workflow and open it.
2. Create a new workflow
If you already have a workflow created for your opportunities, or a workflow that manages leads and contacts that you would like to use when updating the statuses of your opportunities, find that workflow and open it.
2. Create a new workflow (image 8 of 11)What this shows If you already have a workflow created for your opportunities, or a workflow that manages leads and contacts that you would like to use…What this showsIllustrates the "2. Create a new workflow" section of "Editing Opportunities Status".This screenshot appears in the "2. Create a new workflow" section of "Editing Opportunities Status". The text alongside this image reads: If you already have a workflow created for your opportunities, or a workflow that manages leads and contacts that you would like to use when updating the statuses of your opportunities, find that workflow and open it. Immediately after, the guide continues: This can be anything you want it to be. The idea here is to perform a workflow action that updates the opportunity status after some sort of workflow trigger happens such as.Image 8 of 11What this coversIf you already have a workflow created for your opportunities, or a workflow that manages leads and contacts that you would like to use when updating the statuses of your opportunities, find that workflow and open it.Next stepThis can be anything you want it to be. The idea here is to perform a workflow action that updates the opportunity status after some sort of workflow trigger happens such as:
3. Create a workflow trigger
This can be anything you want it to be. The idea here is to perform a workflow action that updates the opportunity status after some sort of workflow trigger happens such as:
Form submitted
Contact Tag Added or Removed
Appointment Booked
Transaction was made
Invoice was paid
Contract was signed
ect.
3. Create a workflow trigger (image 9 of 11)What this shows Form submitted Contact Tag Added or Removed Appointment Booked Transaction was made Invoice was paid Contract was signed ect.What this showsIllustrates the "3. Create a workflow trigger" section of "Editing Opportunities Status".This screenshot appears in the "3. Create a workflow trigger" section of "Editing Opportunities Status". The text alongside this image reads: Form submitted Contact Tag Added or Removed Appointment Booked Transaction was made Invoice was paid Contract was signed ect. This part of the guide covers 6 fields, listed below. Immediately after, the guide continues: Once you create your trigger, add the "Create/Update Opportunity" workflow action. If you're having trouble finding this workflow action in the list of actions, you can use the search bar to find it by beginning to type the word….Image 9 of 11What this coversForm submitted Contact Tag Added or Removed Appointment Booked Transaction was made Invoice was paid Contract was signed ect.
Fields in this part of the guideForm submittedContact Tag Added or RemovedAppointment BookedTransaction was madeInvoice was paidContract was signed
Next stepOnce you create your trigger, add the "Create/Update Opportunity" workflow action. If you're having trouble finding this workflow action in the list of actions, you can use the search bar to find it by beginning to type the word "opportunity".All 7 steps in this procedure
Form submitted
Contact Tag Added or Removed
Appointment Booked
Transaction was made
Invoice was paid
Contract was signed
ect.
4. Add the "Create/Update Opportunity" Workflow Action
Once you create your trigger, add the "Create/Update Opportunity" workflow action. If you're having trouble finding this workflow action in the list of actions, you can use the search bar to find it by beginning to type the word "opportunity".
4. Add the "Create/Update Opportunity" Workflow Action (image 10 of 11)What this shows Once you create your trigger, add the "Create/Update Opportunity" workflow action.What this showsIllustrates the "4. Add the "Create/Update Opportunity" Workflow Action" section of "Editing Opportunities Status".This screenshot appears in the "4. Add the "Create/Update Opportunity" Workflow Action" section of "Editing Opportunities Status". The text alongside this image reads: Once you create your trigger, add the "Create/Update Opportunity" workflow action. If you're having trouble finding this workflow action in the list of actions, you can use the search bar to find it by beginning to type the word "opportunity". Immediately after, the guide continues: Next, you'll need to select the pipeline and pipeline stage you'd like to move your opportunity to. During this step you can change any information you need to about the opportunity like the name, source, lead value, and of course the….Image 10 of 11What to fill inOnce you create your trigger, add the "Create/Update Opportunity" workflow action. If you're having trouble finding this workflow action in the list of actions, you can use the search bar to find it by beginning to type the word "opportunity".Next stepNext, you'll need to select the pipeline and pipeline stage you'd like to move your opportunity to. During this step you can change any information you need to about the opportunity like the name, source, lead value, and of course the status.
5. Edit Workflow Action
Next, you'll need to select the pipeline and pipeline stage you'd like to move your opportunity to. During this step you can change any information you need to about the opportunity like the name, source, lead value, and of course the status.
5. Edit Workflow Action (image 11 of 11)What this shows Next, you'll need to select the pipeline and pipeline stage you'd like to move your opportunity to.What this showsIllustrates the "5. Edit Workflow Action" section of "Editing Opportunities Status".This screenshot appears in the "5. Edit Workflow Action" section of "Editing Opportunities Status". The text alongside this image reads: Next, you'll need to select the pipeline and pipeline stage you'd like to move your opportunity to. During this step you can change any information you need to about the opportunity like the name, source, lead value, and of course the status. Immediately after, the guide continues: Once you update the opportunity status, make sure you save your new workflow action and save the entire workflow so you don't lose your previous work!Image 11 of 11What to chooseNext, you'll need to select the pipeline and pipeline stage you'd like to move your opportunity to. During this step you can change any information you need to about the opportunity like the name, source, lead value, and of course the status.Next stepOnce you update the opportunity status, make sure you save your new workflow action and save the entire workflow so you don't lose your previous work!
Once you update the opportunity status, make sure you save your new workflow action and save the entire workflow so you don't lose your previous work!
