How to set up bespoke Opportunity Statuses

Victoria Jones

Hi, I want to change the status options in Opportunities, I currently have the generic options, from no status through to 7 Stewardship.

I only need 3 bespoke types but I'm struggling to work out how to change these options.

In NXT help it says:

Configure opportunity statuses

Tip: In the database view, you can set up and manage the available opportunity statuses from the Proposal Status category in Tables from Configuration.

When I got to database view, it says “Code Tables are now managed in Webview”

I'm either stuck in a loop or I don't have the right permissions maybe? Any ideas?

Thanks!

Christine Robertson

@Victoria Jones Do you have access to Tables under Control Panel in webview?

Victoria Jones

@Christine Robertson Yes! Thank you that was exactly what I needed. I assume looking at that I go to proposal status> new entry and add the types that I would like?

Thanks!

Christine Robertson

@Victoria Jones You're welcome! Yes - Opportunities and Proposals are the same thing.

Madeleine Holdsworth

@Victoria Jones Tables have been moved to Web View (in Control Panel). NXT help probably wasn't updated to reflect that! The move was mentioned in January in the “What's New” on your home page.