How to Change Opportunity Status and Stage from LM Profile?
Overview
Opportunity stages can be updated directly from the Lead Management (LM) Profile, ensuring real-time updates and reducing manual effort.
Efficient Stage Management: Easily update the stage of an opportunity without navigating to different sections.
Real-time Status Updates: Witness instant changes in the opportunity status based on the selected stage.
Streamlined Workflow: Enhance the user experience by eliminating the need for multiple clicks to modify opportunity details.
This simplifies opportunity management and improves workflow efficiency.
Plan & Permissions
Required Access: Users must have the necessary permissions to edit opportunity stages.
Dependencies: Ensure that opportunity stage mapping is configured correctly, as it directly impacts the opportunity status.
Step-by-Step Guide to change Opportunity Status and Stage from LM Profile
How to Change Opportunity Stage from LM Profile?
Navigate to the Lead Profile of the lead you wish to change the opportunity stage in Lead Manager.
Locate the Opportunity Section on the profile.
Click on the edit icon next to the existing opportunity stage and a Change Opportunity Stage form is opened.
Select the new opportunity stage from the dropdown menu.
The opportunity status will automatically update based on the predefined mapping rules.
Click Update to confirm the changes.
Expected Outcomes
The opportunity stage is updated instantly.
The opportunity status is automatically adjusted as per the predefined mapping.
Users experience a faster and more efficient opportunity management process.
Points to Keep in Mind
If you cannot see the edit icon next to the opportunity stage:
Ensure that your user role has the required permissions for editing opportunities.
Verify that the opportunity stage mapping is correctly configured.
Changes to opportunity stages will immediately reflect in reports and dashboards.
Conclusion
Updating opportunity status and stage directly from the LM Profile makes opportunity management more efficient by reducing extra steps and ensuring real-time updates.
Effortless Updates: Change opportunity stages within the lead profile without switching pages.
Time-Saving: Reduces the number of clicks needed, streamlining the update process.
Automatic Status Sync: The opportunity status updates automatically based on the selected stage, eliminating manual adjustments.
This helps maintain accurate records while improving workflow efficiency.
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