Updating the Opportunity Status

The Opportunity Status tile indicates the current status of the Opportunity to the firm.

To update the status tile:

1. Click on the Edit icon on the tile . The Edit Status window appears.
2. Update fields (Status, Forecasted Revenue, dates, outcome) as appropriate. To mark an opportunity as closed, you must also specify a Close Date and Close Outcome.
3. Click Save to save the updated status.