{"id":1073,"date":"2023-04-13T08:19:44","date_gmt":"2023-04-13T05:19:44","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/crm\/changing-the-status-of-a-deal\/"},"modified":"2023-04-24T10:58:39","modified_gmt":"2023-04-24T07:58:39","slug":"changing-the-status-of-a-deal","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/crm\/changing-the-status-of-a-deal\/","title":{"rendered":"Changing the Status of a Deal"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Changing the status of a deal is an important aspect of managing a sales system. It provides valuable information on the current state of a deal and helps you prioritize efforts.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Changing the Status of a Deal:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to <strong>CRM<\/strong> on the Navigation Menu.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20144453\/deal-status.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Select <strong>Deals<\/strong> from the expanded menu.<\/li>\n\n\n\n<li>On the Deals page, click the three vertical dots <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"33\" class=\"wp-image-530\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06140153\/image.png\" alt=\"Vertical three dots menu icon\"> on a Deal to reveal the <strong>Show<\/strong>, <strong>Edit,<\/strong> and <strong>Delete<\/strong> options.<\/li>\n\n\n\n<li>Select <strong>Show <\/strong>to view the Deal details page.<\/li>\n\n\n\n<li>On the details page, mark the status of a deal as Won, Lost, or Trash by using the Reaction icons <img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"25\" class=\"wp-image-1070\" style=\"width: 150px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135256\/Screenshot-2023-04-12-at-13.52.33.png\" alt=\"Deals reaction icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135256\/Screenshot-2023-04-12-at-13.52.33.png 552w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/12135256\/Screenshot-2023-04-12-at-13.52.33-300x50.png 300w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/>.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can always reopen a deal after marking it as Won or Lost.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Changing the status of a deal is an important aspect of managing a sales system. It provides valuable information on the current state of a deal and helps you prioritize efforts. Changing the Status of a Deal: You can always reopen a deal after marking it as Won or Lost.<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":1038,"menu_order":8,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1073","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1073","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1073"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1073\/revisions"}],"predecessor-version":[{"id":1556,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1073\/revisions\/1556"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1038"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1073"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1073"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}