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Editing Opportunities Status

Understanding the different opportunity statuses and how to update them empowers users to manage their sales workflow efficiently and maximize conversion rates. This comprehensive guide will walk you through the process of updating opportunity status

Last updated: May 26, 2026


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On this page

  • Understanding Opportunity Statuses
  • Open
  • Won
  • Lost
  • Abandoned
  • Updating Opportunity Status
  • Option 1: Clicking directly into the opportunity and update the status
  • 1. Navigate to the Opportunities Section
  • 2. Locate and Open the Opportunity You Need to Edit
  • 3. Update the Status Field in the Opportunity
  • Option 2: Dragging and dropping the opportunity into the proper status
  • 1. Navigate to the Opportunities Section
  • 2. Locate the Opportunity You Need to Edit
  • 3. Drag and Drop Opportunity
  • Option 3: Updating the status using workflows
  • 1. Navigate to the Automation Section
  • 2. Create a new workflow
  • 3. Create a workflow trigger
  • 4. Add the "Create/Update Opportunity" Workflow Action
  • 5. Edit Workflow Action

In this folder

  • Understanding Pipelines
  • Understanding Opportunities in Bizura
  • Step-by-Step Guide: Creating Pipelines
  • Step-by-Step Guide to Creating Opportunities
  • How to use Custom Fields for Opportunities
  • Editing Opportunities
  • Editing Opportunities Status
  • Deleting and Restoring Opportunities & Pipelines
  • How to Decouple Owners for Contacts and Opportunities
  • Importing Opportunities using a CSV file
  • How to Filter Opportunities
  • Searching for Opportunities
  • List View for Opportunities
  • How to Decouple Owners for Contacts and Opportunities
  • Customize Opportunity Cards in Board View
  • Multiple Opportunities For The Same Person In The Same Pipeline
  • Opportunities - FAQs
  • How to Color-Code Opportunity Pipelines (Smart Tags)
  • How to Manage Pipeline Permissions
  • Understanding The Create New Opportunity Toggle
  • How to Duplicate & Copy Pipelines to Sub-Account(s)
  • Use Kanban View in Opportunities
  • Opportunity Forecasting in Bizura
  • Smart Lists in Opportunities
  • How to Customize Pipeline Stage Colors in Opportunities
  • Automating Opportunities
  • Multiple Opportunities Toggle in Workflows
  • How to Use Opportunity Notes?
  • Add Prospects to a Pipeline from the Prospecting Tool
  • Bulk Edit Opportunities

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