Question

How do I change/hide opportunity status?

  • 14 August 2021
  • 1 reply
  • 12 views

Hello!

 

I’ve really been enjoying copper, but “won,” “lost,” etc aren’t applicable to the types of opportunities I’m setting up (I do virtual events and they aren’t really “won” within this context). 

 

I can’t seem to figure out how to do this. Is there a way to customize or hide these?


This topic has been closed for comments

1 reply

Userlevel 5
Badge +4

Hi @lucillexoxo, we don’t currently have a way to hide the Status field on an Opportunity. Here’s how I’ve seen other customers manage the Status for events:

  1. Mark it as Won once the event has occurred, or
  2. Mark it as Won once all follow-ups have been completed, or
  3. Ignore the status field (but the dropdown will still exist in the Details)

Options 1 and 2 might help with filtering and reporting depending on how you set it up.

You’re also welcome to post this as a feature request in our Ideas section. From there our product team will take a look at it.

I hope that helps!