# Editing Opportunities Status > Understanding the different opportunity statuses and how to update them empowers users to manage their sales workflow efficiently and maximize conversion rates. - Source: https://docs.ghlcustomercare.com/docs/opportunities-and-pipelines/getting-started-with-opportunities/editing-opportunities-status - Section: Opportunities & Pipelines / Getting Started with Opportunities - Reading time: 4 min - Images: 11, each explained below - Modified on Wed, 3 Jul, 2024 at 11:09 AM --- 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. **TABLE OF CONTENTS** - [Understanding Opportunity Statuses](#understanding-opportunity-statuses) - [Open](#open) - [Won](#won) - [Lost](#lost) - [Abandoned](#abandoned) - [Updating Opportunity Status](#updating-opportunity-status) - [Option 1: Clicking directly into the opportunity and update the status](#option-1-clicking-directly-into-the-opportunity-and-update-the-status) - [Option 2: Dragging and dropping the opportunity into the proper status](#option-2-dragging-and-dropping-the-opportunity-into-the-proper-status) - [Option 3: Updating the status using workflows](#option-3-updating-the-status-using-workflows) --- # **Understanding Opportunity Statuses** ## **Open** - 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: 1. [Clicking directly into the opportunity and update the status](#option-1-clicking-directly-into-the-opportunity-and-update-the-status) 2. [Dragging and dropping the opportunity into the proper status](#option-2-dragging-and-dropping-the-opportunity-into-the-proper-status) 3. [Updating the status using workflows](#option-3-updating-the-status-using-workflows) We go over each option step-by-step below! --- ## **Option 1:** Clicking directly into the opportunity and update the status #### **1\. N****avigate 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028659483/original/LkxOBL-tOpBAeTZx1X3D-uI76n7LsMxjMA.jpg) **1. Navigate to the Opportunities Section (image 1 of 11)** 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. - Where to go: Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu. - Next: 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 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028660222/original/NoksvpTNSw_5QhZjVgNPvR8U6CR6nCNzDQ.jpg) **2. Locate and Open the Opportunity You Need to Edit (image 2 of 11)** 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…. - What to click: 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. - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028660389/original/KgVhPfs9obIf30vcqe5_bAi-qBXEPhyjPw.jpg) **3. Update the Status Field in the Opportunity (image 3 of 11)** 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. - What to choose: 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. - Next: Log 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\. N****avigate 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028659447/original/orKV6KAQJH00F_V8aVVJZVEQkTXVJbQdbw.jpg) **1. Navigate to the Opportunities Section (image 4 of 11)** 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. - Where to go: Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu. - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028660026/original/3s1BiEspJuEX10VIrvdkaECTSwyYYyWCOQ.jpg) **2. Locate the Opportunity You Need to Edit (image 5 of 11)** 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. - What this covers: 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. - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028660045/original/hPs59qltVcRYj3xhlpsXwuDpXXJQcuH0yg.jpg) **3. Drag and Drop Opportunity (image 6 of 11)** 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. - What this covers: 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. - Next: Log 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\. N****avigate 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028655629/original/clZajakW_OG_L5XE4LC6Qhz9XF9AC9KIag.jpg) **1. Navigate to the Automation Section (image 7 of 11)** 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. - Where to go: Log in to your GHL Customer Care account and navigate to the "Automation" section from the sidebar menu. - Next: 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\. C****reate 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028655648/original/n6P-We0flOadSKcm7ygK914HM84VEbBklw.jpg) **2. Create a new workflow (image 8 of 11)** 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. - What this covers: 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. - Next: 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: #### **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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028655680/original/LnKZDSD9NXQEd4EhxJAKGLHVROEasAGRxQ.jpg) **3. Create a workflow trigger (image 9 of 11)** 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…. - What this covers: Form submitted Contact Tag Added or Removed Appointment Booked Transaction was made Invoice was paid Contract was signed ect. - Fields: Form submitted, Contact Tag Added or Removed, Appointment Booked, Transaction was made, Invoice was paid, Contract was signed - Next: 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". Full procedure: 1. Form submitted 2. Contact Tag Added or Removed 3. Appointment Booked 4. Transaction was made 5. Invoice was paid 6. Contract was signed 7. ect. #### **4\. A****dd 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028658761/original/9VqaG7D4UZEpX7QSF58gU06RPVIUUVCMSA.jpg) **4. Add the "Create/Update Opportunity" Workflow Action (image 10 of 11)** 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…. - What to fill in: 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". - Next: 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** 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)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028659008/original/Z2KvSjZKnlliUf18Kd-Hw3iB33G62vjVEQ.jpg) **5. Edit Workflow Action (image 11 of 11)** 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! - What to choose: 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. - Next: 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! 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! --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com