View a description of each Deal Status value to understand how to use this field.
Deal Statuses
These are the values available for Deal Status:
|
Deal Status |
Description |
|---|---|
|
|
Deal is new and no actions have been taken. |
|
|
A staff person has communicated with this constituent about the deal. Use activities to track these communications. Learn more on Trailhead.
|
|
|
The deal is not ready for conversion yet.
An admin can add more
|
|
|
The deal is ready to convert into an order. |
|
|
The deal is won; the constituent has accepted the deal. |
|
|
The deal is lost; the constituent has declined the deal. |