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Pipelines
Opportunity Statuses - Won, Lost, and Abandoned
Opportunity Statuses - Won, Lost, and Abandoned
Guide on How to Assign Opportunity Statuses
1. Select "Pipelines"
2. Select Opportunities
3. Opportunity Tiles
4. Drag and Drop Opportunity Tile to the Assigned Status
Click to Check Status
Opportunity Status: Abandoned
5. Drag and Drop Opportunity Tile to the Assigned Status
Click to Check Status
Opportunity Status: Open
6. Drag and Drop Opportunity Tile to the Assigned Status
Click to Check Status
Opportunity Status: Lost
7. Drag and Drop Opportunity Tile to the Assigned Status
Click to Check Status
Opportunity Status: Won
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Opportunity Statuses - Won, Lost, and Abandoned | autoPatient