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Opportunity process versus Opportunity Status

New Member
Posts: 3
Country: United States

Opportunity process versus Opportunity Status

I am relatively new to act, we are on Act 2009 Premium.

 

Trying to mentally sort out the difference between an opportunity process stage versus its status... do the stages simply offer more granularity?

 

 

Platinum Elite Contributor
Posts: 6,537
Country: USA

Re: Opportunity process versus Opportunity Status

A stage is part of a customized list within the Opportunity process. Stages can be used to illustrate where in the Opportunity process the Opportunity stands. The user can setup the stages as they see fit within the Opportunity porcess (each process has its own unique list of stages). So if your process has a particular series of steps that are followed from the time it is opened till the time it closed, the stages can be used to show this. An example of stages would be:

1. Initial call

2. Meeting scheduled

3. Meeting follow-up

3. Negotiation

4. Sign contract

 

Status is a non-customizable, general state of the Opportunity. Whether it is Open, Closed-Won, Closed-Lost, or Inactive.

Greig Hollister

Note: Effective 6/1/13, Sage no longers provides support for the Act! software. This is now provided by Swiftpage.