Custom Opportunity Stages
S
Shannon Lavenia
Currently there is only Open, Won, Lost and Abandoned. Need the ability to create custom Statuses such as Paused, Sold (instead of won), Canceled (when a contract is won but later canceled), etc. Our clients such as pool companies often have these statuses if the deal is in limbo, on hold for constructions requirements, etc.
Log In
M
Matthew Miller
I would really like to add in 'Churned'
The reason is, at the end of the lifecycle of a one client if we change the status to Char that would put that opportunity card inside of an off boarding pipeline, which would trigger a bunch of automations and get them off board it easier
Here are some workaround options that ChatGPT gave me, I don't like them really
Workaround options
- Use "Abandoned" as your churned equivalent: it's meant for deals that went cold/inactive, which is closer to a churned client than "Lost" (which implies they never converted).
- Create a custom field on opportunities (dropdown with "Churned" as a value), you can filter/report on it and trigger workflows from it.
- Use a pipeline stage called "Churned": keep the status as Won (preserving your win/loss reporting) but move the card to a Churned stage that triggers your n8n offboarding automation.