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How to Customize Status

  • 4 June 2021
  • 1 reply
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Can I change “Lost, Abandoned, Won” to something else? I’d like “Won” to be changed to “Paid.”

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Best answer by Evan from Copper 7 June 2021, 17:05

Thanks for the question, @gregg

While it is not possible to change/customize the “Lost”, “Abandoned” and “Won” categories, it is possible for you to create a pipeline stage called “Paid”. 

Before making this change, one question you would want to consider is what do you plan on reporting against? “Won” opportunities or based on your pipeline stages?

To update your pipeline stage(s), within the “Opportunities” page, click the gear/settings icon and select “Customize Pipeline”. 

 

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Thanks for the question, @gregg

While it is not possible to change/customize the “Lost”, “Abandoned” and “Won” categories, it is possible for you to create a pipeline stage called “Paid”. 

Before making this change, one question you would want to consider is what do you plan on reporting against? “Won” opportunities or based on your pipeline stages?

To update your pipeline stage(s), within the “Opportunities” page, click the gear/settings icon and select “Customize Pipeline”.