The Opportunity Statuses tab in Workflow Configuration shows the custom sub-statuses you have set up for Opportunities. Each custom sub-status is linked to one of the three hard-coded statuses: Open, Won, or Lost. These can then be used to Create Workflows for opportunities. Statuses set up here can also be reported on in the Opportunity Status History Report.

The opportunity status list shows statuses on the left, with the sub-statuses for each status listed on the right. For each status, only the Description is shown.

For each sub-status, the Code, Description and Status are shown.

Open

Filtering the Status List

The following searching and filtering options are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

• Description/Code search

• Status – Here you can restrict the list to either Live or Dormant statuses.

Exporting the Status List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Adding a New Sub-Status

Each status in the list has a link to Add new Sub-Status. Selecting this will open a window where you can enter the Code and Description for the new sub-status. The Code entered will only be accepted if it is not already used for another opportunity status.

Once you have entered these details, select Save to add the new sub-status or Cancel to discard it.

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Status Actions

Selecting the … icon by a sub-status will show the following options:

• Edit – This will open a window where you can change the Description and Status.

• Delete – This will remove the status from PICSWeb. This should only be done for statuses that have been entered in error. For statuses that have been used, you should change the status to Dormant rather than deleting.