Add and manage opportunity status updates and next steps

Leverage the Status update field at the top of the opportunity Overview tab to provide a clear, concise update to your team about the current status and the next steps of the opportunity.

Overview

Plan availability: Essential/Advanced
Required user role: Manager/Contributor (see details)

Add a status update

Click Add.

Enter the updates and the next steps in two separate fields, and click Confirm. You can choose to enter only Updates or only Next steps, only the Update date is mandatory.

Enter new updates

To enter new updates and replace the old ones, click Add new. The previous updates and next steps will be automatically displayed in the activity stream for the record.

Edit or delete the latest status update

You can edit or delete the current status update by clicking the ellipsis icon and selecting Edit or Delete this update. If you delete the current update, the latest update before this one will appear again.

Display the latest status update in the master list of opportunities

You can display the Updates and Next steps as columns in the master list of opportunities to quickly review this information for each opportunity.

In the master list of opportunities, click the gear icon to open the Table settings tab.

Using the search bar, select Updates and Next steps and position them where it suits you best.

Export the latest status update

Add the Updates and Next steps in the columns of the master list of opportunities. Click the Export button.

Select the kind of export you want to perform. Learn more about opportunity export.

Visualize the status updates history

The history of the opportunity Updates and Next steps can be found in the activity stream of the opportunity.

Detailed user rights

All rights below are conditional on whether the initiative is public or private. If an initiative is private, the rights apply only to the users who have access to the initiative.

If you're a Manager, you can perform the following actions on all opportunities whether you own them or not (and whether you own the related initiative as well).