Customize Your Company's Status List
Mobile App
- Along the bottom bar, select More tab indicated by three dots
- Select Company Settings
- Tap Opportunity Settings
- Tap Add New Status
- Fill out form
- Label: Add a title to your Status
- Stage: Link the Status to a Stage
- Default: Select if this Status is the default
- Select Icon: Pick an icon that matches the status
- Tap Create
Browser App
- Along the left-hand bar, select Company Settings, indicated by the "building" icon
- Click Opportunity Settings
- Click Add New Status
- Fill out form
- Label: Add a title to your Status
- Stage: Link the Status to a Stage
- Default: Select if this Status is the default
- Select Icon: Pick an icon that matches the status
- Click Save
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