Enable (or disable) a status to show (hide) it in the Opportunity Pipeline

In order to manage your different opportunities, you have the possibility to assign them different statuses corresponding to the progress of your opportunities in your sales tunnel. These statuses are fully customizable as explained here.

Make an opportunity status active or inactive

Among your predefined and customized statuses, you can find the currently active and inactive statuses of your sales pipeline in the Configurations, Opportunity Pipeline menu.

To activate or deactivate an opportunity status, select your status and drag it directly into the Active or Inactive Status column and you're done!

Be careful: the place where you drop the status in the middle of the active statuses will have an impact on the order in which the statuses are displayed.

Move activities in an opportunity status

Warning: if there are opportunities in the status you want to make inactive, an alert popup will open.

This alert will allow you to change the status of the opportunities present in order to assign them a new status. To do this, simply select the new status from the drop-down menu.

To view the status of the opportunity in the Opportunity Pipeline, as well as to be able to assign it to an opportunity, it is necessary to make this Opportunity Status active.

From the custom status configuration menu, drag and drop the status in question from the inactive status column to the active status.

Caution: the place where you drop the status in the middle of the active statuses will have an impact on the order in which the statuses are displayed.

If you want to deactivate a status, whether it is a default or a custom status, simply drag and drop the status in question from the active status column to the inactive status.