Change an Opportunity's Status

Status tells you whether a deal is still alive. Four fixed options — you can't create custom ones.

• Open — actively being worked
• Won — the lead purchased or signed
• Lost — the lead decided not to move forward
• Abandoned — no more action planned, but not formally lost

Three ways to change it

Open the record and pick from a dropdown; drag the card into a different status column in board view; or let a workflow set it automatically via a Create/Update Opportunity action.

Logging why a deal was lost

When moving to Lost, you'll usually be prompted for a lost reason — worth filling in to spot recurring blockers.

Status vs. stage

Stage tracks where a deal is in your process; status tracks whether it's still active. A deal can move through several stages while remaining "Open."